Alex Thomas Email & Phone Number
Independent Financial Advisor @ DGS Chartered Financial Planners
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Alex Thomas Location
- Wheathampstead, GB
Alex Thomas Work
- Independent Financial Advisor @ (January 2021 - Present)
- Financial Planning Advisor @ (October 2018 - January 2021)
- Financial Planning Advisor @ (January 2018 - January 2021)
- Head of Community Banks-Digital Transformation @ (July 2017 - September 2018)
- Local Director @ (February 2016 - July 2017)
- Local Director @ (December 2011 - January 2016)
- Local Director @ (September 2009 - December 2011)
- Bancassurance Area Manager- Financial Services @ (January 2006 - September 2008)
- Senior Financial Adviser @ (January 2005 - January 2006)
- Financial Adviser @ (January 2003 - January 2005)
Alex Thomas Education
- Middlesex University
Diploma (Retail Banking)
2011-2011 - Anglia Ruskin University
BA Honours (Geography)
1993-1996
Alex Thomas Skills
- Banking
- Change Management
- Coaching
- Coaching Staff
- Cost Management
- Customer Acquisition
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Retention
- Decision-Making
- Financial Advisory
- Financial Risk
- Financial Services
- Independent Financial Advice
- Investment Advisory
- Management
- Motivation
- Performance Improvement
- Performance Management
- Personal Financial Planning
- Problem Solving
- Project Management
- Retail Banking
- Retirement Planning
- Risk Management
- Sales Management
- Stakeholder Management
- Strategic Financial Planning
- Strategic Planning
- Succession Planning
- Targets
- Team Leadership
- Wealth Management
Alex Thomas Summary
- Alex Thomas, based in Wheathampstead, GB, is currently a Independent Financial Advisor at DGS Chartered Financial Planners. Alex Thomas brings experience from previous roles at Bright Advice., Lloyds Banking Group and Halifax. Alex Thomas holds a 2011 - 2011 Diploma in Retail Banking @ Middlesex University. With a robust skill set that includes Banking, Change Management, Coaching, Coaching Staff, Cost Management and more. Alex Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
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