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Bluecrest Financial Alliances

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At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strat... Read more

Industries

Banking, Finance

Headquarters

Dallas, US

Employees

51-200

Links

Org chart

Jason Bach
Chief Executive Officer

Jason Bach

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Brandon Story
Managing Director Bluecrest Financial Alliances
Shey Stegall
President
Daniel J. Drabinski
Agency Managing Director Of Business & Estate Planning
Kyle Siegel
Director Of Talent Acquisition
Mike Cogliano
Chief Compliance Officer
Mike Pendergrass
Managing Partner
Robin Skillingberg
Vice President
Anna Kate Sundvold
Financial Planning Services
Christian Estrada
Financial Planner
Daniel King
Financial Services Representative
Eric Flores
Financial Services Professional
Helen Maley
Agency Licensing Coordinator / Administrative Assistant
Joshua Ozaras
Financial Professional
Justin Miller
Financial Services Planner
Key Bennett
Managing Associate
Mike Muncy
Financial Representative
Tim Smith
Financial Planning Specialist
Wes Flores
Financial Professional

Teams

+6

Financial Services Team

9 members

+5

Leadership Team

8 members

Business Coordination and Planning

3 members

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