David Ramsey, Cfp®

David Ramsey, Cfp® Email and Phone Number

Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance @ Hext Financial Group, LLC
David Ramsey, Cfp®'s Location
Dallas-Fort Worth Metroplex, United States, United States
David Ramsey, Cfp®'s Contact Details
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

David Ramsey, Cfp®'s Current Company Details
Hext Financial Group, LLC

Hext Financial Group, Llc

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Director Business Development at Hext Financial Group / Sell Side M&A Advisory / Corporate Finance
David Ramsey, Cfp® Work Experience Details
  • Hext Financial Group, Llc
    Director Business Development
    Hext Financial Group, Llc Sep 2023 - Present
    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 services. We seamlessly guide clients through sell-side strategies to reconstruct their capital stack.
  • Secured Finance Network Southwest
    Member Board Of Directors
    Secured Finance Network Southwest Jan 2024 - Present
    Structured Finance Network Southwest, focused on growing the chapter.
  • Alegray Services, Llc
    Owner
    Alegray Services, Llc Feb 2012 - Present
    Mergers and Acquisitions AdvisoryBusiness IntermediaryLoan BrokerBusiness Valuation
  • Transop4
    Vp Of Sales
    Transop4 Oct 2022 - Present
    We are a Manufacturer of Mobile Medical Modules
  • Engineered Tax Services
    Director Of Business Development
    Engineered Tax Services Aug 2018 - Oct 2022
    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 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
  • Park Place Dealerships
    Sales Engagement Manager Park Place Volvo
    Park Place Dealerships Nov 2016 - Aug 2018
    Irving, Tx, Us
    Sales
  • Rj Byrd Search Group
    Senior Manager, Business Development
    Rj Byrd Search Group Apr 2013 - Aug 2014
    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 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
  • At&T Advertising Solutions
    Account Representative - New Media
    At&T Advertising Solutions Jan 2010 - Dec 2011
    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.
  • Shakespeare Dallas
    Board Member
    Shakespeare Dallas 2007 - 2009
    Dallas, Texas, Us
  • Mbafocus
    Director New Business Development
    Mbafocus Feb 2008 - Nov 2008
    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 the schools and associations continually market this service directly to their current students, experienced alumni and members.
  • Volt Services Group
    Business Development Manager
    Volt Services Group Feb 2007 - Feb 2008
    Buffalo, New York, Us
    I am the Business Development Manager where I provide permanent and contingent staffing solutions in the Finance and Accounting area.
  • Ajilon Finance Solutions
    Senior Manager
    Ajilon Finance Solutions May 2006 - Nov 2006
    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 Implementations.
  • Ramsey Planning Group, Llc
    Owner
    Ramsey Planning Group, Llc Jun 2002 - May 2006
    Financial Planning Company I founded to develop and assist individuals with their financial plans. Closed company down after Hurricane Katrina
  • Pritchard Capital Partners
    Vice President
    Pritchard Capital Partners Oct 2001 - Jun 2002
    Director of Compliance, CFO, filed all reporting to NASD.
  • Legg Mason
    Avp
    Legg Mason Jan 1999 - Feb 2001
    San Mateo, California, Us
    Financial Planning, and Investment Broker for retail and small business clients.Certified Financial Planner (CFP)
  • First National Bankers Bank
    Avp
    First National Bankers Bank 1998 - 1999
    Baton Rouge, Louisiana, Us
  • First Commerce Corporation
    Avp
    First Commerce Corporation Nov 1993 - Feb 1998
    Institutional Bond Salesman, doing Asset/Liability Management and Fixed income sales for community banks in Louisiana and Mississippi.
  • Hibernia National Bank
    Investment Officer
    Hibernia National Bank Jan 1991 - Nov 1993
    Us

David Ramsey, Cfp® Skills

Business Development Leadership Management New Business Development Finance Sales Recruiting Account Management Salesforce.com Lead Generation Sem Contract Negotiation Strategic Partnerships Cold Calling Banking Sales Management Sales Process Human Resources Online Advertising Direct Sales Quickbooks Email Marketing Small Business Lending Microsoft Office Microsoft Excel Microsoft Word Full Life Cycle Recruiting Negotiation Customer Relationship Management Investments Customer Service College Recruiting Credit Analysis Financial Analysis Solution Selling Mergers And Acquisitions

David Ramsey, Cfp® Education Details

  • University Of Mississippi
    University Of Mississippi
    Managerial Finance
  • Ohio University
    Ohio University
    Mba
  • Riverside Military Academy
    Riverside Military Academy
    High 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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