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Anil Thomas Location
Evanston, IL, US
Anil Thomas Work
Head of Consultant Relations and Sales @ (August 2024 - Present)
Managing Director - Head of Consultant Relations and Institutional Sales @ (July 2020 - August 2024)
Senior Managing Director - West Coast Institutional Sales @ (January 2018 - June 2020)
Managing Director - Institutional Sales Midwest @ (July 2013 - December 2017)
Principal and Director of West Coast Sales @ (October 2005 - July 2013)
Senior Investment Analyst @ (January 2000 - January 2005)
Business Analyst @ (January 1999 - January 2000)
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.
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