2024 -
now Head of Consultant Relations and Sales @
2020 -
2024 Managing Director - Head of Consultant Relations and Institutional Sales @
2018 -
2020 Senior Managing Director - West Coast Institutional Sales @
2013 -
2017 Managing Director - Institutional Sales Midwest @
2005 -
2013 Principal and Director of West Coast Sales @
2000 -
2005 Senior Investment Analyst @
1999 -
2000 Business Analyst @
Anil Thomas Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA) (Marketing)
2001
-
2004
Carthage College
BS (Business Administration and Marketing)
1995
-
1999
Anil Thomas Skills
Financial Services
Asset Allocation
New Business Development
Investment Management
Institutional Investments
Direct Sales
Client Development
Management
Marketing Strategy
Marketing Communications
Client Services
Investments
Asset Management
Product Marketing
Sales Management
Project Management
Mutual Funds
Website Development
Alternative Investments
Portfolio Management
Brand Development
Website Management
Website Redesign
RFP preparation
Client Service
Client Acquisition
Client Communication
Customer Acquisition
RFP
Investment Strategies
Equities
Marketing
Project Planning
Project Execution
Digital Branding
Series 7
Series 65
Series 63
Sales
Customer Service
Anil Thomas Summary
Anil Thomas, based in Evanston, IL, US, is currently a Head of Consultant Relations and Sales at Stephens Investment Management Group. Anil Thomas brings experience from previous roles at Kennedy Capital Management, PPM America, Inc., OppenheimerFunds and Geneva Advisors. Anil Thomas holds a 2001 - 2004 Master of Business Administration (MBA) in Marketing @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Financial Services, Asset Allocation, New Business Development, Investment Management, Institutional Investments and more. Anil Thomas has 1 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.