Vern Bell Email and Phone Number
Vern Bell work email
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Vern Bell personal email
American Elite Advisory is a Registered Investment Advisory. We are growing our business by providing the compliance and operations resources advisors need to manage their fee only practice. Efficient operations and compliance enable our firm to pass up to 75% of the management fee to advisor partners. Our files, policies & procedures etc. are all kept "in the cloud". Therefore, it doesn't matter where our partners are located. We partner with Morningstar Investment Services (MIS) and we have several internally managed strategies. Separately Managed Accounts (SMA) clear through Schwab, Fidelity or Interactive Brokers.
Texas Elite Advisory, Llc Dba American Elite Advisory
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President And Portfolio ManagerTexas Elite Advisory, Llc Dba American Elite Advisory Jul 2015 - PresentDallas, Tx, Us
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Portfolio Manager And PresidentTexas Elite Advisory, Llc Dba American Elite Advisory Apr 2017 - PresentDallas, Tx, UsI have added portfolio management to my tasks at TEA. In addition to managing our investment advisory business. Daniel Dower, Samuel Zavaletta, and I analyze investment opportunities and actively manage our internally managed portfolios. In addition partner with Morningstar Managed Portfolios to provide a wide array of alternatives.
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PresidentEnterprise Benefits May 2003 - PresentEnterprise Benefits specializes in alternative investments such as fixed annuities.
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Financial AdvisorThrivent Financial For Lutherans Apr 2002 - May 2003Minneapolis, Mn, UsThrivent Financial is the world's largest fraternal financial services company. The firm offers a full range of financial services including Life Insurance, Annuities, Mutual Funds a Stock Brokerage. While working for Thrivent I held a Series 7 Stock Brokers License, Series 66 Investment Advisors License and a Group 1 Insurance License. -
Channel Sales ManagerVeritas Software Nov 1997 - Apr 2002San Jose, California, UsAs District Manager for Seagate Software, NSMG, the industry leader in data protection and network management software. I was responsible for both pull-through and push for a 6 state $20 million territory. The territory had been unmanned for over a year until I joined Seagate, and was seriously under performing. I built a strong sales team and exceeded objective within 6 months. After VERITAS acquired NSMG I assumed a position as a Key Account Representative, responsible for a 6 state area. During 2000 I developed and then transitioned accounts and territories to 9 new reps. I met all assigned goals for all sales criteria and became a member of sales club 2001. Managed Enterprise VAR Channel partners. Developed VAR Sales training content and delivered to channel partners throughout the South Central US. -
Director Of Sales And MarketingClear Systems, Inc. Apr 1995 - Nov 1997ClearSystems is a Professional Services and Object Oriented Software Development firm. I developed and implemented marketing plans for ClearStats, a LAN and WAN Network Management Product. ClearStats acquires Simple Network Management Protocol (SNMP) and RMON (Remote Monitoring) data, stores this information in an ODBC compliant relational database and generates availability, utilization, error, and configuration reports. I was responsible for all sales and marketing activities related to ClearStats Network Management software offering.
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Vp Sales & MarketingDickey-John Corp Aug 1993 - Apr 1995Auburn, Il, Us DICKEY-John is a $42 M leader in the manufacture of custom designed electronic components, sensors and controls for fortune 100 OEMs. As the Manager of Sales & Marketing, was one of six members of senior staff reporting directly to the President. I directed a staff of 5 OEM Account Managers, 2 Business Unit Managers and 6 Sales Administrators; directed global Sales and Product Management functions and directly negotiating multi-million dollar corporate agreement; exceeded corporate sales objectives by greater than 10% and increased Gross Margins by greater than 3%. -
Regional Sales ManagerBurr-Brown Corp. (Acquired By Texas Instruments) Mar 1980 - Aug 1993Burr-Brown is a $150 Million manufacturer of a broad line of high performance analog and digital signal processing microelectronics components used in the conditioning and conversion of analog signals. (Acquired by Texas Instruments in 1998) Higher level products include factory floor data acquisition systems, micro terminals and MRP consulting services. As sales Engineer, I developed the GM Electromotive Division account from $80 K per year to over $1 M per year. As Sales Manager, I hired, trained and directed a sales force consisting of 6 direct sales offices staffed by 8 salesmen located throughout the Central United States plus separate independent manufacturer's rep networks for two autonomous divisions. Due to outstanding sales performance, was promoted first to District Manager and later to Regional Manager.
Vern Bell Skills
Vern Bell Education Details
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Amberton UniversityManagement -
Amberton UniversityManagement Of Engineering Technology
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Southeast Community CollegeElectronics Technology
Frequently Asked Questions about Vern Bell
What company does Vern Bell work for?
Vern Bell works for Texas Elite Advisory, Llc Dba American Elite Advisory
What is Vern Bell's role at the current company?
Vern Bell's current role is President and Portfolio Manager American Elite Advisory.
What is Vern Bell's email address?
Vern Bell's email address is vb****@****ory.com
What schools did Vern Bell attend?
Vern Bell attended Amberton University, Amberton University, Southeast Community College.
What are some of Vern Bell's interests?
Vern Bell has interest in Alternative Investments, Limited Risk Investments, Stocks, Bonds, Mutual Funds, Data Storage Technology.
What skills is Vern Bell known for?
Vern Bell has skills like Value Investing, Investments, Personal Financial Planning, Retirement Planning, Finance, Strategy, Portfolio Management.
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