David Thomas Email & Phone Number
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David Thomas Location
- New Orleans, LA, US
David Thomas Work
- 2002 -now CEO @
- 1989 -2002 Senior Vice President @ Prudential Securities
- 1980 -1989 Senior Vice President @ PaineWebber
David Thomas Education
- University of Pennsylvania’s Wharton School of Business
CIMA (Investment Management Consulting Services offered through IMCA)
1992-1992 - Belmont University
Bachelor of Business Administration (BBA) (Music/Business/investments)
David Thomas Skills
- Equities
- Asset Management
- Asset Allocation
- Fixed Income
- Hedge Funds
- Investments
- Foundations
- Portfolio Management
- Mergers & Acquisitions
- Bloomberg
- Investment Management
- Financial Advisory
- Mutual Funds
- Securities
- Pensions
- Asset Managment
- Services
- Estate Planning
- Retirement Planning
- Due Diligence
- Microsoft Excel
- Team Building
- Series 7
- Alternative Investments
- Investment Strategies
- Public Speaking
- Mergers and Acquisitions
- Valuation
David Thomas Summary
- David Thomas, based in New Orleans, LA, US, is currently a CEO at Equitas Capital Advisors. David Thomas brings experience from previous roles at Prudential Securities and PaineWebber. David Thomas holds a 1992 - 1992 CIMA in Investment Management Consulting Services offered through IMCA @ University of Pennsylvania’s Wharton School of Business. With a robust skill set that includes Equities, Asset Management, Asset Allocation, Fixed Income, Hedge Funds and more. David Thomas has 2 emails and 2 mobile phone numbers on RocketReach.
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