Dan Thomason Email & Phone Number
Financial Consultant II and Senior Vice President @ First Citizens Wealth
Dan Thomason Location
Raleigh, NC, US
Dan Thomason Education
- North Carolina State University
Bachelor of Arts (BA) (Dual Concentrations in Mass Communication/Media Studies and Interpersonal Communcation)
1997 - 2002
Dan Thomason Skills
- Financial Advisory
- Investments
- Portfolio Management
- Customer Service
- Asset Management
- Investment Advisory
- Wealth Management
- Mutual Funds
- Life Insurance
- Management
Dan Thomason Summary
Dan Thomason, based in Raleigh, NC, US, is currently a Financial Consultant II and Senior Vice President at First Citizens Investor Services. Dan Thomason holds a 1997 - 2002 Bachelor of Arts (BA) in Dual Concentrations in Mass Communication/Media Studies and Interpersonal Communcation @ North Carolina State University. With a robust skill set that includes Financial Advisory, Investments, Portfolio Management, Customer Service, Asset Management and more. Dan Thomason has 1 emails and 2 mobile phone numbers on RocketReach.
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Top First Citizens Wealth Employees
-
21
-
Ricardo Escobosa
SVP - Senior Private Banker at First Citizens Wealth
Beverly Hills, CA, US53 -
55+
-
Neil Firth
Wealth Management Consultant, SVP at First Citizens Wealth
Wilmington, NC, US5+5+ -
Kurt Sims
Compliance Manager, Vice President at First Citizens Wealth
Little Rock, AR, US15+ -
Warren Sypinero
SVP, Senior Portfolio Strategist at First Citizens Wealth
Los Angeles, CA, US45+ -
Matt Zargar
Trust Special Assets Manager and Vice President at First Citizens Wealth
Beverly Hills, CA, US12 -
Kelly King
Private Banker and Senior Vice President at First Citizens Wealth
Charleston, SC, US12 -
Laura Frushone
Senior Vice-President at First Citizens Wealth
Raleigh, NC, US14 -
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Rob Dickinson
Product Manager, VP at First Citizens Wealth
Raleigh, NC, US21 -
Susan Campion
Senior Vice President at First Citizens Wealth
South Carolina, United States12
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