Kyndal Howard, Cfp® work email
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Kyndal Howard, Cfp® personal email
Kyndal Howard, Cfp® is a Financial Planner at Mercer Advisors. They possess expertise in microsoft excel, microsoft word, powerpoint, microsoft access, imageright.
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Financial PlannerMercer Advisors Sep 2022 - PresentDenver, Colorado, Us -
Client Service AssociateQuest Capital Management, Inc. Jun 2019 - Sep 2022Quest 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
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Sagemark Consulting InternSagemark Consulting, Private Wealth Services Aug 2018 - Jun 2019
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Financial Planning InternQuest Capital Management, Inc. May 2018 - Aug 2018
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Select Accounts InternGus Bates Insurance & Investments Sep 2017 - May 2018Fort Worth, Texas, UsSupport 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.) -
Customer And Field Marketing InternSpredfast Jun 2016 - Aug 2016Austin, Texas, UsAssisted 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. -
Strategy InternSpredfast Jun 2015 - Aug 2015Austin, Texas, UsCollaborated 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
Kyndal Howard, Cfp® Education Details
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Texas Christian UniversityAccounting 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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