Castleview Partners Employee Directory
Castleview Partners corporate office is located in 8111 Preston Rd Ste 500, Dallas, Texas, 75225, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
7
C-Suite
3
Operations
1
Castleview Partners CEO
Key Employees of Castleview Partners
- SZ
Castleview Partners Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Castleview Partners
- Partner
- United States , Texas , Dallas
- Founding Partner
- United States , Texas , Dallas
- Growth and Operations
- United States , Texas , Dallas
- Managing Director, Senior Portfolio Manager
- United States , Texas , Dallas
- Financial Advisor
- United States , Texas , Dallas
- Investment Advisor & Representative
- United States , Texas , Dallas
- Chief Investment Officer
- United States , Texas , Dallas
- Financial Assistant
- United States , Texas , Dallas
- Partner & Chief Executive Officer
- United States , Texas , Dallas
Former Employees at Castleview Partners
Explore people who held key positions, contributed to Castleview Partners's success, and advanced their careers.
Senior Client Case Rep... at Vanguard
Worked as Senior Client Service Associate
at Castleview Partners (2024-2025)
Senior Operations Asso... at Hodges Capital Managem...
Worked as Senior Relationship Manager & Support Advisor
at Castleview Partners (2018-2022)
Arbitrator (Non-public... at FINRA
Worked as Interim Chief Financial Officer
at Castleview Partners (2019-2021)
Performance Management... at Cook County Government
Worked as Front End Developer
at Castleview Partners (2019-2019)
Operations Associate at Hightower Signature We...
Worked as Financial Systems Analyst
at Castleview Partners (2024-2025)
Executive Assistant II... at Comerica
Worked as Executive Assistant To Douglas W. Gill, CFP L ...
at Castleview Partners (2011-2018)
Explore More
People from Similar Companies in the Finance Industry Located in Texas, United States
Frequently Asked Questions Regarding Castleview Partners Employees
Castleview Partners is an independent financial advisory firm based in Dallas, TX, dedicated to providing objective investment and planning advice to help clients achieve their financial goals. With over 100 years of combined experience, they serve clients across the United States and Latin America, as well as independent advisors seeking enhanced... Read More
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