Donald Thomas Email & Phone Number
Vice President Investments @ Janney Montgomery Scott LLC
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Donald Thomas Location
- Lancaster, PA, US
Donald Thomas Work
- 2008 -now Vice President Investments @
- 1991 -2008 Vice President and Financial Adviser @
- 2002 -2008 Past President and Treasurer, Board of Directors @ S. June Smith Center Foundation
- 2005 -2006 Past President, Board of Directors @ Lititz AMBUCS
- 1981 -1991 Corporate Account Executive @ The Office Works
Donald Thomas Education
- Goshen College
BA (Business Administration)
1973-1977 - Penn Manor High School
Donald Thomas Skills
- Retirement Planning
- Series 7
- Annuities
- Investment Advisory
- Asset Allocation
- Retirement
- Wealth Management
- IRA's
- Finance
- Fixed Annuities
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Estate Planning
- Financial Advisory
- Investments
- Investment Strategies
- Bonds
- IRAs
- Financial Planning
- Analysis
- Financial Reporting
- Fundraising
- New Business Development
- Financial Modeling
- Public Speaking
- Team Building
- Sales
- Leadership Development
- Customer Service
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Leadership
- Insurance
- Sales Management
- Research
- Corporate Finance
- Nonprofits
- Financial Analysis
- Business Planning
- Event Planning
- Budgets
- Marketing
- Negotiation
- Risk Management
- Management
Donald Thomas Summary
- Donald Thomas, based in Lancaster, PA, US, is currently a Vice President Investments at Janney Montgomery Scott. Donald Thomas brings experience from previous roles at Morgan Stanley Smith Barney, S. June Smith Center Foundation, Lititz AMBUCS and The Office Works. Donald Thomas holds a 1973 - 1977 BA in Business Administration @ Goshen College. With a robust skill set that includes Retirement Planning, Series 7, Annuities, Investment Advisory, Asset Allocation and more. Donald Thomas has 3 emails on RocketReach.
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