Financial Planner
Current
Dec 2022 - Present
AeroLeads people directory · profile
Omar Khan Email & Phone Number
Financial Planner at Stonewater Financial
at
Stonewater Financial Group
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner at Stonewater Financial
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Omar Khan? Overview
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Quick answer
Omar Khan is listed as Financial Planner at Stonewater Financial at Stonewater Financial Group, a with 6 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Omar Khan.
Omar Khan previously worked as Financial Planner at Stonewater Financial Group and Service Performance Specialist at Ford Motor Company. Omar Khan holds Msimc, Business/Marketing from Quinlan School Of Business, Loyola University Chicago.
Company email context
Email format at Stonewater Financial Group
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Stonewater Financial Group
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Profile bio
About Omar Khan
My mission is to ensure families and communities receive the best financial planning. Using data-driven techniques and market research, I am able to provide my clients with quality advice and results for their personal and business needs.
Current workplace
Omar Khan's current company
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Stonewater Financial Group
5 roles
Omar Khan work experience
A career timeline built from the work history available for this profile.
Service Performance Specialist
Sep 2022 - Feb 2023
Service Zone Manager
Feb 2022 - Sep 2022
Sales Zone Manager
Liaison between Ford Motor Company and our dealer network ensuring business goals and objectives are aligned. Focused on marketing/advertising strategies and process improvement in order to increase vehicle sales. Facilitated monthly wholesale meetings with a network of dealerships.
Oct 2018 - Feb 2022
Consumer Insights Intern
• Participated in corporate marketing initiatives across hospitals, leveraging consumer surveys to develop actionable insights, driving improvements across quality of care and other key performance indicators (KPIs).• Spearheaded insight gathering and planning for a specialized podcast, designing marketing strategies to facilitate the podcasts recognition within the Top 50 podcasts of the genre.• Provided link analysis and auditing of the organization’s digital assets and websites, and to support the launch of a new physician website. • Led consolidation and standardization efforts for the hospital’s pre-surgery and mother/baby kits, establishing necessary equipment while ensuring cost effectiveness of the initiative.
May 2018 - Aug 2018
3 education records
Omar Khan education
Msimc, Business/Marketing
Biomedical Sciences, General
Bachelor Of Science (B.S.), Pre-Medicine/Pre-Medical Studies
FAQ
Frequently asked questions about Omar Khan
Quick answers generated from the profile data available on this page.
What company does Omar Khan work for?
Omar Khan works for Stonewater Financial Group.
What is Omar Khan's role at Stonewater Financial Group?
Omar Khan is listed as Financial Planner at Stonewater Financial at Stonewater Financial Group.
Where is Omar Khan based?
Omar Khan is based in Dallas-Fort Worth Metroplex, United States while working with Stonewater Financial Group.
What companies has Omar Khan worked for?
Omar Khan has worked for Stonewater Financial Group, Ford Motor Company, and Beaumont Health.
Who are Omar Khan's colleagues at Stonewater Financial Group?
Omar Khan's colleagues at Stonewater Financial Group include Dayna Synagogue.
How can I contact Omar Khan?
You can use AeroLeads to view verified contact signals for Omar Khan at Stonewater Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Omar Khan attend?
Omar Khan holds Msimc, Business/Marketing from Quinlan School Of Business, Loyola University Chicago.
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