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Dan Walters profile image

Dan Walters

Senior Right of Way Agent at Contract Land Staff
Intro Book
Seasoned financial professional with accounting, investments, and financial planning expertise.
  • Claim this Profile
Location
Greater Houston, US
Skills
  • Retirement Planning
  • Investments
  • Strategic Financial Planning
  • Fixed Annuities
  • Financial Planning
  • Show all
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Bio

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Topline AI
Dan Walters is a seasoned financial professional with a strong background in accounting, investments, and financial planning. He holds various certifications, including Certified Public Accountant, and has worked in various roles, including Financial Advisor, Accounting Supervisor, and Senior Right of Way Agent. He has experience in retirement planning, wealth management, and asset management. Dan is based in the Greater Houston area.

Credentials

  • Iowa Notary Public
    Iowa Secretary of State
    Nov, 2021
    - Jun, 2026
  • Texas Easement or Right of Way License
    Texas Real Estate Commission
    Feb, 2022
    - Jun, 2026
  • Texas Real Estate Sales Agent License
    Texas Real Estate Commission
    Dec, 2021
    - Jun, 2026
  • Certified Public Accountant
    American Institute of Certified Public Accountants
    Nov, 1983
    - Jun, 2026
  • Missouri Real Estate Salesperson License
    Missouri Real Estate Commission
    Apr, 2020
    - Jun, 2026
  • Texas Notary Public
    State of Texas
    Jan, 2014
    - Jun, 2026
  • North Dakota Notary Public
    State of North Dakota
    Dec, 2014
    - Jun, 2026

Experience

  • Contract Land Staff
    • Sugar Land, Texas
    • Senior Right of Way Agent
      • Feb 2018 - Present
      • Sugar Land, Texas
  • Advantage Solutions: Sales, Marketing, Technology
    • Houston, Texas Area
    • Assembler
      • Mar 2017 - Jan 2018
      • Houston, Texas Area
  • Dan Walters
    • Bellville, TX
    • Self Employed
      • May 2016 - Feb 2017
      • Bellville, TX
  • Contract Land Staff
    • Senior Right of Way Agent
      • May 2014 - Apr 2016

      Right of Way Acquisitions, Survey Support, Construction Support, Land Owner Relations

  • Ameriprise Financial Services, Inc.
    • 4184 Treadway Road, Beaumont, TX 77706
    • Financial Advisor
      • Mar 2014 - Sep 2014
      • 4184 Treadway Road, Beaumont, TX 77706

      Financial Advice and Planning, Financial Products Recommendations, Portfolio Review, Retirement Planning

  • Investment Professionals, Inc.
    • Beaumont/Port Arthur, Texas Area
    • Financial Consultant
      • Dec 2005 - Mar 2014
      • Beaumont/Port Arthur, Texas Area

      Financial Advice and Planning, Financial Product Recommendations, Portfolio Review, Retirement Planning

  • WaMu Financial Services
    • Financial Consultant
      • Dec 2004 - Dec 2005

      Financial Advice and Planning, Financial Product Recommendations, Portfolio Review, Retirement Planning

  • Edward Jones
    • Investment Representative
      • Jan 1998 - Nov 2004

      Financial Advice and Planning, Financial Product Recommendations, Portfolio Review, Retirement Planning

  • Dan Walters, CPA
    • Certified Public Accountant
      • Jan 1989 - Jan 1998

      Financial Audits, Financial Statement and Report Preparation, Income Tax Advice, Tax Return Preparation

  • Entergy
    • Accounting Supervisor
      • Sep 1978 - Jan 1989

      Supervising the Preparation of the Company's General Books of Account, Reporting financial results to management

Education

  • 1977 - 1978
    McNeese State University
  • 1969 - 1973
    University of Louisiana Monroe

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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