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David Ramsey, Cfp® Email & Phone Number

Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance at Hext Financial Group, LLC
Location: Dallas-Fort Worth Metroplex, United States, United States 18 work roles 3 schools
1 work email found @engineeredtaxservices.com 3 phones found area 972 and 504 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email d****@engineeredtaxservices.com
Direct phone (972) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance
Location
Dallas-Fort Worth Metroplex, United States, United States

Who is David Ramsey, Cfp®? Overview

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Quick answer

David Ramsey, Cfp® is listed as Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance at Hext Financial Group, LLC, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at engineeredtaxservices.com, phone signal with area code 972, 504, and a matched LinkedIn profile for David Ramsey, Cfp®.

David Ramsey, Cfp® previously worked as Director Business Development at Hext Financial Group, Llc and Member Board of Directors at Secured Finance Network Southwest. David Ramsey, Cfp® holds Bba, Managerial Finance from University Of Mississippi.

Company email context

Email format at Hext Financial Group, LLC

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*@engineeredtaxservices.com
68% confidence

AeroLeads found 1 current-domain work email signal for David Ramsey, Cfp®. Compare company email patterns before reaching out.

Profile bio

About David Ramsey, Cfp®

I am a Director of Business Development at Hext Financial Group, LLC. Hext Financial Group is a full service Accounting firm with Assurance, Tax, Wealth Management, M&A Advisory, and Investment Banking

Listed skills include Business Development, Leadership, Management, New Business Development, and 32 others.

Current workplace

David Ramsey, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Hext Financial Group, LLC
Hext Financial Group, Llc
Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance
AeroLeads page
18 roles · 28 years

David Ramsey, Cfp® work experience

A career timeline built from the work history available for this profile.

Director Business Development

Current

Dallas, Texas, US

Established in 1990, Hext Financial Group caters to middle-market private companies through its three pillars: a CPA Firm, FINRA registered Investment Banking Firm, and Wealth Management Group. Our comprehensive services encompass M&A transactions, corporate finance, tax planning, tax structuring and QofEs in addition to tax planning, audits, and advisory.

Sep 2023 - Present

Owner

Current
Alegray Services, Llc

Mergers and Acquisitions AdvisoryBusiness IntermediaryLoan BrokerBusiness Valuation

Feb 2012 - Present

Vp Of Sales

Current
Transop4

We are a Manufacturer of Mobile Medical Modules

Oct 2022 - Present

Director Of Business Development

West Palm Beach, FL, US

We offer tax efficiencies for CPAs, Real Estate Investors or Owners, Manufacturers, Architects, Engineers, and Designers.At ETS, we combine the science of engineering with the principles of tax and accounting to arrive at financial solutions that result in increased cash flow, minimized tax payments, and maximum return on investment and energy. Our.

Aug 2018 - Oct 2022

Senior Manager, Business Development

Southlake, TX, US

Specializing in the areas of career placement and contract services since 1996, RJ Byrd’s Search Consultants have consistently exceeded our clients’ expectations. Our Best Business Practices ensure peak performance by matching your needs with our highly qualified talent, creating opportunity regardless of unexpected economic shifts or conditions. And our.

Apr 2013 - Aug 2014

Account Representative - New Media

Atlanta, GA, US

I am a New Media Representative with the Yellowpages. I bring buyers and sellers together through either our online directory, Search Engine Marketing, or our print directory.

Jan 2010 - Dec 2011

Director New Business Development

Dublin, OH, US

MBA Focus provides a permanent pipeline of business leaders, from entry-level to executive, via our exclusive partnerships with over 50 top MBA Programs and MBA professional associations. Through these longstanding relationships, MBA Focus provides annual access to over 35,000 pre-qualified business leaders. This unique talent pipeline continues to grow as.

Feb 2008 - Nov 2008

Business Development Manager

Buffalo, New York, US

I am the Business Development Manager where I provide permanent and contingent staffing solutions in the Finance and Accounting area.

Feb 2007 - Feb 2008

Senior Manager

Jacksonville, Florida, US

I specialize in delivering Senior Level finance and Accounting professionals on a project and interim basis to assist clients in improving cash flow and profitabilty through a variety of Business Process Improvements and also with regulatory and compliance issues such as operational audits, M&A due diligence, and SOX, SEC Reporting, Treasury or ERP.

May 2006 - Nov 2006

Owner

Ramsey Planning Group, Llc

Financial Planning Company I founded to develop and assist individuals with their financial plans. Closed company down after Hurricane Katrina

Jun 2002 - May 2006

Vice President

Pritchard Capital Partners

Director of Compliance, CFO, filed all reporting to NASD.

Oct 2001 - Jun 2002

Avp

San Mateo, California, US

Financial Planning, and Investment Broker for retail and small business clients.Certified Financial Planner (CFP)

Jan 1999 - Feb 2001

Avp

First Commerce Corporation

Institutional Bond Salesman, doing Asset/Liability Management and Fixed income sales for community banks in Louisiana and Mississippi.

Nov 1993 - Feb 1998
3 education records

David Ramsey, Cfp® education

Bba, Managerial Finance

University Of Mississippi

Mba, Mba

Ohio University

English, High School

Riverside Military Academy
FAQ

Frequently asked questions about David Ramsey, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Ramsey, Cfp® work for?

David Ramsey, Cfp® works for Hext Financial Group, LLC.

What is David Ramsey, Cfp®'s role at Hext Financial Group, LLC?

David Ramsey, Cfp® is listed as Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance at Hext Financial Group, LLC.

What is David Ramsey, Cfp®'s email address?

AeroLeads has found 1 work email signal at @engineeredtaxservices.com for David Ramsey, Cfp® at Hext Financial Group, LLC.

What is David Ramsey, Cfp®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 972, 504 for David Ramsey, Cfp® at Hext Financial Group, LLC.

Where is David Ramsey, Cfp® based?

David Ramsey, Cfp® is based in Dallas-Fort Worth Metroplex, United States, United States while working with Hext Financial Group, LLC.

What companies has David Ramsey, Cfp® worked for?

David Ramsey, Cfp® has worked for Hext Financial Group, Llc, Secured Finance Network Southwest, Alegray Services, Llc, Transop4, and Engineered Tax Services.

How can I contact David Ramsey, Cfp®?

You can use AeroLeads to view verified contact signals for David Ramsey, Cfp® at Hext Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did David Ramsey, Cfp® attend?

David Ramsey, Cfp® holds Bba, Managerial Finance from University Of Mississippi.

What skills is David Ramsey, Cfp® known for?

David Ramsey, Cfp® is listed with skills including Business Development, Leadership, Management, New Business Development, Finance, Sales, Recruiting, and Account Management.

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