Buddy Thomas Email & Phone Number
Chief Planning Officer @ Superior Planning, Inc.
5 free lookup(s).
Buddy Thomas Location
- San Diego, CA, US
Buddy Thomas Work
- 1982 - now Chief Planning Officer @
- now Founder, Superior Planning, Inc @
- 2009 - 2017 Shareholder @
- 1982 - now Chief Planning Officer @ Superior Planning
Buddy Thomas Education
- College For Financial 1983 - 1984
- Baldwin Wallace University
Bachelor of Arts (Economics, Psychology)
1964 - 1976
Buddy Thomas Skills
- Strategic Financial Planning
- Estate Planning
- Leadership
- Management
- Risk Management
- Finance
- Strategic Planning
- Employee Benefits
- Strategy
- Wealth
- Retirement Planning
- Project Planning
- Asset Allocation
- Investments
- Financial Analysis
- Business Planning
- Business Strategy
- Public Speaking
- Research
- Business Development
- Mergers
- Financial Advisory
- Securities
- Wealth Management
- Mergers & Acquisitions
- Executive Management
- Financial Planning
- Small Business
- Entrepreneurship
- Asset Management
- Team Building
- Program Management
- Portfolio Management
- Strategic Financial
- Mergers and Acquisitions
Buddy Thomas Summary
- Buddy Thomas, based in San Diego, CA, US, is currently a Chief Planning Officer at Superior Planning, Inc.. Buddy Thomas brings experience from previous roles at The American College of Financial Services, Audioeye, Inc. and Superior Planning. Buddy Thomas holds a 1983 - 1984 College For Financial. With a robust skill set that includes Strategic Financial Planning, Estate Planning, Leadership, Management, Risk Management and more. Buddy Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Superior Planning, Inc. Employees
Andrew Ferrette
Implementation Officer
San Diego, California, United States
Buddy Thomas
Chief Planning Officer
San Diego, CA, US
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