James Thomas Email & Phone Number
Managing Director @ Clearstead
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James Thomas Location
- Cleveland, OH, US
James Thomas Work
- Managing Director @ (January 2024 - Present)
- Director @ (July 2022 - January 2024)
- Senior Planning Associate @ (July 2021 - July 2022)
- Client Planning Associate @ (January 2019 - June 2021)
- Jr. Client Planning Associate - Clearstead (formerly Hartland) @ (July 2016 - December 2018)
James Thomas Education
- Notre Dame College
Bachelor's degree in Accounting and Business Management (Accounting and Business/Management)
2011-2016
James Thomas Skills
- Access
- Accounting
- Bookkeeping
- Customer Satisfaction
- Customer Service
- Financial Planning
- Foundation Returns
- Income Tax
- Individual Taxation
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Quality Assurance
- Tax Preparation
- Team Leadership
- Teamwork
- Time Management
- Trust Returns
James Thomas Summary
- James Thomas, based in Cleveland, OH, US, is currently a Managing Director at Clearstead. James Thomas brings experience from previous roles at Clearstead. James Thomas holds a 2011 - 2016 Bachelor's degree in Accounting and Business Management in Accounting and Business/Management @ Notre Dame College. With a robust skill set that includes Access, Accounting, Bookkeeping, Customer Satisfaction, Customer Service and more. James Thomas has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Clearstead Employees
Alex Shannon
Managing Director, Business Development
Cleveland, OH, US
Adam Martinson
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Jon Watts
Managing Director
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Douglas Krapf
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Julia Stewart
Managing Director, Investment Strategy
Seattle, WA, US
Carolyn Raden
Chief Financial Officer
Chicago, IL, US
Risë Flenner
Managing Director- Tax
Norfolk, VA, US
Jeff Pierce
Managing Director
Seattle, WA, US
Mike Shebak
Head of Institutional Consulting
North Ridgeville, OH, US
James Thomas
Managing Director
Cleveland, OH, US
Aneet Deshpande
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Cleveland, OH, US
Greg Lonczak
Managing Director
Cleveland, OH, US
Dragana Vujovic
Head of IT Infrastructure
Cleveland, OH, US
Michael McLelland
Managing Director, Private Markets
Cleveland, OH, US
Don Hess
Managing Director, Daily Investment Operations
Cleveland, OH, US
Edward M.
Managing Director, IT and Operations
Cleveland, OH, US
Joseph Adams
Managing Director, Institutional Investment Consultant
Cleveland, OH, US
Chelsea Luzier
Managing Director
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Brittney Garrett
Chief Operating Officer
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