Dan Thomason Email & Phone Number
Financial Consultant II and Senior Vice President @ First Citizens Wealth
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Dan Thomason Location
- Raleigh, NC, US
Dan Thomason Work
- 2005 -now Financial Consultant II and Senior Vice President @
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
- Alternative Investments
- Financial Services
- Financial Planning
- Team Building
- Retirement Planning
- Business Analysis
- Budgets
- Investment Strategies
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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