Geoff Thomas Email & Phone Number
Founder and Host
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Geoff Thomas Location
- Indianapolis, IN, US
Geoff Thomas Work
- Personal CFO and Advisor @ (October 2020 - Present)
- Founder and Host @ Financial Views with Local Brews Podcast (March 2021 - Present)
- Registered Representative @ (June 2020 - October 2020)
- Regional Vice President of Sales @ (April 2019 - April 2020)
- Regional Vice President of Sales @ SC Distributors (January 2017 - March 2019)
- Regional Vice President of Sales @ (December 2013 - August 2016)
- Associate Vice President - Fee Based and RIA Distribution @ (March 2013 - December 2013)
- Internal Business Consultant - Fee Based and RIA Distribution @ (July 2012 - March 2013)
- Internal Wholesaler @ (February 2011 - July 2012)
- Independent Sales Consultant @ Sales (September 2009 - January 2011)
- Sales Professional @ Platinum Community Mortgage (March 2009 - September 2009)
- Branch Manager and Originator @ Heidt Financial, LLC (July 2007 - March 2009)
- Alternative Credit Loan Officer @ SunTrust Mortgage (December 2004 - July 2007)
- Jr. Account Executive @ SunTrust Mortgage (September 2003 - December 2004)
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 2 mobile phone numbers on RocketReach.
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