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Jeff Thomas Location
Tustin, CA, US
Jeff Thomas Work
Director- Board of Directors @ (August 2009 - Present)
Director- Board of Directors @ (January 2010 - July 2016)
Vice President-Western Region @ (August 2011 - March 2014)
VP-Western Regional Director @ (June 2008 - June 2011)
VP and Regional Director, Sales and Client Services @ (January 2006 - June 2008)
Mayor and Councilman @ (April 1992 - November 2004)
VP and Regional Director @ (August 1989 - August 2001)
Jeff Thomas Education
Western State College of Law
Juris Doctorate (Law)
California State University, Fullerton
Bachelor of Arts (B.A.) (Political Science and Government)
Jeff Thomas Skills
401k
Account Management
Advisory Boards
Affordable Housing
After-Sales
Alternative Investments
Asset Allocation
Asset Management
Banking
Bloomberg
Board Development
Board Governance
Board Relations
Board of Directors Reporting
Bonds
Business Development
Business Management
Business Strategy
Business-to-Business (B2B)
C-Level
Capital Markets
Channel Account Management
Channel Management
Channel Partners
Client Services
Committees
Communication
Community Development
Consultative Selling
Cross-functional Team Leadership
Customer Engagement
Customer Experience
Customer Relationship Management (CRM)
Customer Retention
Customer Service
Customer-Focused Selling
Deal Closure
Delegation
Direct Sales
ETFs
End-to-End Project Management
Fillings
Financial Advisory
Financial Analysis
Financial Services
Flexible Approach
Fostering inclusivity
Fund Of Funds
Government
Government Advocacy
Hedge Funds
High Net Worth Individuals
Institutional
Insurance
Interpersonal Skills
Investment Advisory
Investment Management
Investments
Key Account Development
Leadership
Local Government
Managed Services
Management
Marketing
Marketing Strategy
New Business Development
Nonprofit Organizations
Operational Strategy
Pinterest
Problem Solving
Program Management
Relationship Management
Retirement
Retirement Planning
Sales
Sales Management
Sales Operations
Sales Processes
Sales and Marketing
Securities
Sensitive Information
Separately Managed Accounts
Series 63
Series 65
Series 7
Service Work
Skill Development
Social Influence
Social Media
Social Media Marketing
Social Media Optimization (SMO)
Solution Selling
Strategic Leadership
Strategic Thinking
Strategy
Talking Points
Team Building
Team Leadership
Wealth Management
Wealth Management Services
Fixed Income
Equities
Series 24
Portfolio Management
FINRA
Uniform Combined State Law
Mutual Funds
Investment Strategies
Trading
Series 6
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 College of Law. With a robust skill set that includes 401k, Account Management, Advisory Boards, Affordable Housing, After-Sales and more. Jeff Thomas has 1 emails and 2 mobile phone numbers on RocketReach.
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