Benjamin Thomason Email & Phone Number
Workplace Solutions, Head of Defined Contribution @ Allianz
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Benjamin Thomason Location
- West Palm Beach, FL, US
Benjamin Thomason Work
- 2024 -now Workplace Solutions, Head of Defined Contribution @
- 2023 -2024 SVP, Revenue @
- 2018 -2023 EVP, Revenue @
- 2017 -2018 Investment Management Division @
- 2014 -2016 Institutional Vice President @
- 2010 -2014 Institutional Vice President @
- 2005 -2010 Fidelity Investments Institutional Services Vice President Corporate Retirement @
- 2000 -2005 Senior Private Banker @
Benjamin Thomason Education
- Gonzaga University
Juris Doctorate
1994-1997 - James Madison University
Bachelor of Business Administration (BBA) (International Business)
1989-1993
Benjamin Thomason Skills
- Investments
- 401k
- Series 7
- Mutual Funds
- Retirement Planning
- Wealth Management
- Series 63
- Asset Allocation
- Retirement
- Investment Advisory
- Defined Benefit
- Defined Contribution
- Retirement Plan Consulting
- Alternative Investments
- Series 65
- Leadership
- Banking
- Public Speaking
- Strategy
- Microsoft Excel
- Marketing
- Retirement Plan
- Team Building
- Microsoft Office
Benjamin Thomason Summary
- Benjamin Thomason, based in West Palm Beach, FL, US, is currently a Workplace Solutions, Head of Defined Contribution at Allianz. Benjamin Thomason brings experience from previous roles at iJoin, Vestwell, Goldman Sachs and Securian Financial Group. Benjamin Thomason holds a 1994 - 1997 Juris Doctorate @ Gonzaga University. With a robust skill set that includes Investments, 401k, Series 7, Mutual Funds, Retirement Planning and more. Benjamin Thomason has 1 emails and 1 mobile phone numbers on RocketReach.
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