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Jeff Thomas Location
Tustin, CA, US
Jeff Thomas Work
2009 -now Director- Board of Directors @
2010 -2016 Director- Board of Directors @
2011 -2014 Vice President-Western Region @
2008 -2011 VP-Western Regional Director @
2006 -2008 VP and Regional Director, Sales and Client Services @
1992 -2004 Mayor and Councilman @
1989 -2001 VP and Regional Director @
Jeff Thomas Education
Western State University College of Law
Juris Doctorate (Law)
California State University-Fullerton
Bachelor of Arts (B.A.) (Political Science and Government)
Jeff Thomas Skills
Institutional
Business Development
Channel Management
Fixed Income
Equities
New Business Development
ETFs
Alternative Investments
Relationship Management
Financial Services
Strategy
Asset Allocation
Investments
Series 24
Portfolio Management
Banking
Separately Managed Accounts
Hedge Funds
Leadership
Retirement Planning
FINRA
Wealth Management
Insurance
Investment Advisory
High Net Worth Individuals
Bonds
Management
Marketing
Uniform Combined State Law
Program Management
Asset Management
Investment Management
Business Strategy
Mutual Funds
Series 63
Securities
Channel Partners
Financial Analysis
Series 7
Investment Strategies
Financial Advisory
Series 65
Trading
Capital Markets
Bloomberg
401k
Series 6
Wealth Management Services
Retirement
Fund Of Funds
Sales
Event Planning
Has Errors
Great
Jeff Thomas Summary
Jeff Thomas, based in Tustin, CA, US, is currently a Director- Board of Directors at Municipal Water District of Orange County. Jeff Thomas brings experience from previous roles at Sunwest Bank, HGK Asset Management, Inc., Sage Advisory Services and Morgan Stanley. Jeff Thomas holds a Juris Doctorate in Law @ Western State University College of Law. With a robust skill set that includes Institutional, Business Development, Channel Management, Fixed Income, Equities and more. Jeff Thomas has 1 emails and 2 mobile phone numbers on RocketReach.
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