Geoff Thomas Location
- Indianapolis, IN, US
Geoff Thomas Work
- 2020 -now Personal CFO and Advisor @
- 2021 -now Founder and Host @ Financial Views with Local Brews Podcast
- 2020 -2020 Registered Representative @
- 2019 -2020 Regional Vice President of Sales @
- 2017 -2019 Regional Vice President of Sales @ SC Distributors
- 2013 -2016 Regional Vice President of Sales @
- 2013 -2013 Associate Vice President - Fee Based and RIA Distribution @
- 2012 -2013 Internal Business Consultant - Fee Based and RIA Distribution @
- 2011 -2012 Internal Wholesaler @
- 2009 -2011 Independent Sales Consultant @ Sales
- 2009 -2009 Sales Professional @ Platinum Community Mortgage
- 2007 -2009 Branch Manager and Originator @ Heidt Financial, LLC
- 2004 -2007 Alternative Credit Loan Officer @ SunTrust Mortgage
- 2003 -2004 Jr. Account Executive @ SunTrust Mortgage
Geoff Thomas Education
- University of Florida
Bachelor of Arts (Business Administration)
1999-2003
Geoff Thomas Skills
- Investments
- Retirement Planning
- Finance
- Financial Services
- Asset Management
- Series 7
- Series 63
- Securities
- Portfolio Management
- Alternative Investments
- Mutual Funds
- Loans
- Financial Analysis
- Life Insurance
- Health Insurance
- Financial Advisory
- PowerPoint
- Leadership
- Strategy
- Loan Origination
- Marketing
- Microsoft Excel
Geoff Thomas Summary
- Geoff Thomas, based in Indianapolis, IN, US, is currently a Founder and Host at Financial Views with Local Brews Podcast. Geoff Thomas brings experience from previous roles at Invst, Financial Partners Group, Skyway Capital Markets, LLC and SC Distributors. Geoff Thomas holds a 1999 - 2003 Bachelor of Arts in Business Administration @ University of Florida. With a robust skill set that includes Investments, Retirement Planning, Finance, Financial Services, Asset Management and more. Geoff Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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