Kyndal Howard, Cfp®

Kyndal Howard, Cfp® Email and Phone Number

Financial Planner @ Mercer Advisors
Kyndal Howard, Cfp®'s Location
Austin, Texas Metropolitan Area, United States, United States
Kyndal Howard, Cfp®'s Contact Details

Kyndal Howard, Cfp® personal email

n/a
About Kyndal Howard, Cfp®

Kyndal Howard, Cfp® is a Financial Planner at Mercer Advisors. They possess expertise in microsoft excel, microsoft word, powerpoint, microsoft access, imageright.

Kyndal Howard, Cfp®'s Current Company Details
Mercer Advisors

Mercer Advisors

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Financial Planner
Kyndal Howard, Cfp® Work Experience Details
  • Mercer Advisors
    Financial Planner
    Mercer Advisors Sep 2022 - Present
    Denver, Colorado, Us
  • Quest Capital Management, Inc.
    Client Service Associate
    Quest Capital Management, Inc. Jun 2019 - Sep 2022
    Quest Capital Management, Inc. is a wealth management and comprehensive financial planning company. We focus on creating a Plan for Life™ - a unique financial plan designed to help meet our clients’ changing needs. -Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. -Investment advisory services offered through Quest Capital Management, Inc. -Quest Capital Management, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.-For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.-Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements
  • Sagemark Consulting, Private Wealth Services
    Sagemark Consulting Intern
    Sagemark Consulting, Private Wealth Services Aug 2018 - Jun 2019
  • Quest Capital Management, Inc.
    Financial Planning Intern
    Quest Capital Management, Inc. May 2018 - Aug 2018
  • Gus Bates Insurance & Investments
    Select Accounts Intern
    Gus Bates Insurance & Investments Sep 2017 - May 2018
    Fort Worth, Texas, Us
    Support producers and account managers with handling their accounts by assisting in client new hire and terminations, enrollment guide updates, and census enrollment and quoting for small groups (less than 50 employees.)
  • Spredfast
    Customer And Field Marketing Intern
    Spredfast Jun 2016 - Aug 2016
    Austin, Texas, Us
    Assisted with marketing events and direct mailers by researching locations, pricing and speaking opportunities.Utilized PowerPoint and excel skills by creating marketing/new hire presentations as well as assisting with formulating and formatting the marketing team budget document. Used Marketo to assist with email engagement reporting and assessing the data collected to identify any trends.
  • Spredfast
    Strategy Intern
    Spredfast Jun 2015 - Aug 2015
    Austin, Texas, Us
    Collaborated with the Spredfast strategy team to create and moderate an interactive social page for FIFA, the official sponsor of the 2014 World Cup and performed high-level research for competing brands by evaluating their social media presence and brand voice. Presented findings to executives.

Kyndal Howard, Cfp® Skills

Microsoft Excel Microsoft Word Powerpoint Microsoft Access Imageright

Kyndal Howard, Cfp® Education Details

  • Texas Christian University
    Texas Christian University
    Accounting And Finance

Frequently Asked Questions about Kyndal Howard, Cfp®

What company does Kyndal Howard, Cfp® work for?

Kyndal Howard, Cfp® works for Mercer Advisors

What is Kyndal Howard, Cfp®'s role at the current company?

Kyndal Howard, Cfp®'s current role is Financial Planner.

What is Kyndal Howard, Cfp®'s email address?

Kyndal Howard, Cfp®'s email address is ky****@****tes.com

What schools did Kyndal Howard, Cfp® attend?

Kyndal Howard, Cfp® attended Texas Christian University.

What skills is Kyndal Howard, Cfp® known for?

Kyndal Howard, Cfp® has skills like Microsoft Excel, Microsoft Word, Powerpoint, Microsoft Access, Imageright.

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