David Ramsey, Cfp® Email and Phone Number
David Ramsey, Cfp® work email
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David Ramsey, Cfp® personal email
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David Ramsey, Cfp® phone numbers
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
Hext Financial Group, Llc
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Director Business DevelopmentHext Financial Group, Llc Sep 2023 - PresentDallas, Texas, UsEstablished 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 services. We seamlessly guide clients through sell-side strategies to reconstruct their capital stack. -
Member Board Of DirectorsSecured Finance Network Southwest Jan 2024 - PresentStructured Finance Network Southwest, focused on growing the chapter. -
OwnerAlegray Services, Llc Feb 2012 - PresentMergers and Acquisitions AdvisoryBusiness IntermediaryLoan BrokerBusiness Valuation
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Vp Of SalesTransop4 Oct 2022 - PresentWe are a Manufacturer of Mobile Medical Modules
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Director Of Business DevelopmentEngineered Tax Services Aug 2018 - Oct 2022West Palm Beach, Fl, UsWe 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 IRS-sanctioned services include:- Cost Segregation Studies- Energy Services (Epact Tax Deduction, Energy Modeling, LEED Services, Energy Benchmarking, 45L)- Research and Development (R&D) Studies- Tangible Property Repair Regulations- Disposition Studies- Fixed Asset Review- Historic Tax Incentives- New Markets Tax Credits- Domestic Production Activities Deduction (DPAD)- Energy Benchmarking- Insurance Appraisals (DEIRA)We meticulously follow IRS guidelines and go beyond the standards required. Our procedures, processes, and final products set the benchmarks that others strive to reach. We look forward to working with you -
Sales Engagement Manager Park Place VolvoPark Place Dealerships Nov 2016 - Aug 2018Irving, Tx, UsSales -
Senior Manager, Business DevelopmentRj Byrd Search Group Apr 2013 - Aug 2014Southlake, Tx, UsSpecializing 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 focus ranges from $75,000 to $250,000 in the following areas:SpecialtiesExecutive and Mid-Level Management Information TechnologyFinance and AccountingCommercial Banking IndustriesTechnologyProfessional Services Commercial ConstructionBanking and Capital Markets Healthcare CommunicationsAdvertising -
Account Representative - New MediaAt&T Advertising Solutions Jan 2010 - Dec 2011Atlanta, Ga, UsI 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. -
Board MemberShakespeare Dallas 2007 - 2009Dallas, Texas, Us -
Director New Business DevelopmentMbafocus Feb 2008 - Nov 2008Dublin, Oh, UsMBA 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 the schools and associations continually market this service directly to their current students, experienced alumni and members. -
Business Development ManagerVolt Services Group Feb 2007 - Feb 2008Buffalo, New York, UsI am the Business Development Manager where I provide permanent and contingent staffing solutions in the Finance and Accounting area. -
Senior ManagerAjilon Finance Solutions May 2006 - Nov 2006Jacksonville, Florida, UsI 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 Implementations. -
OwnerRamsey Planning Group, Llc Jun 2002 - May 2006Financial Planning Company I founded to develop and assist individuals with their financial plans. Closed company down after Hurricane Katrina
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Vice PresidentPritchard Capital Partners Oct 2001 - Jun 2002Director of Compliance, CFO, filed all reporting to NASD.
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AvpLegg Mason Jan 1999 - Feb 2001San Mateo, California, UsFinancial Planning, and Investment Broker for retail and small business clients.Certified Financial Planner (CFP) -
AvpFirst National Bankers Bank 1998 - 1999Baton Rouge, Louisiana, Us -
AvpFirst Commerce Corporation Nov 1993 - Feb 1998Institutional Bond Salesman, doing Asset/Liability Management and Fixed income sales for community banks in Louisiana and Mississippi.
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Investment OfficerHibernia National Bank Jan 1991 - Nov 1993Us
David Ramsey, Cfp® Skills
David Ramsey, Cfp® Education Details
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University Of MississippiManagerial Finance -
Ohio UniversityMba -
Riverside Military AcademyHigh School
Frequently Asked Questions about David Ramsey, Cfp®
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 the current company?
David Ramsey, Cfp®'s current role is Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance.
What is David Ramsey, Cfp®'s email address?
David Ramsey, Cfp®'s email address is dr****@****ces.com
What is David Ramsey, Cfp®'s direct phone number?
David Ramsey, Cfp®'s direct phone number is +197234*****
What schools did David Ramsey, Cfp® attend?
David Ramsey, Cfp® attended University Of Mississippi, Ohio University, Riverside Military Academy.
What are some of David Ramsey, Cfp®'s interests?
David Ramsey, Cfp® has interest in Children, Economic Empowerment, Politics, Education, Triathlons, Science And Technology, Disaster And Humanitarian Relief, Marathon Running, Arts And Culture, Health.
What skills is David Ramsey, Cfp® known for?
David Ramsey, Cfp® has skills like Business Development, Leadership, Management, New Business Development, Finance, Sales, Recruiting, Account Management, Salesforce.com, Lead Generation, Sem, Contract Negotiation.
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