Kurt Thomas Email & Phone Number
President @ J.L. Thomas & Company, Inc.
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Kurt Thomas Location
- Cleveland, OH, US
Kurt Thomas Work
- 2012 -now President @
- 2020 -now Member @ Risk Appraisal Forum
- 2020 -now Trustee @
- 2017 -now President @
Kurt Thomas Education
- The American College of Financial Services
(Certified Financial Planner ®, Chartered Life Underwriter®, Master of Science in Financial Services)
2013-2020 - University of Maryland - Robert H. Smith School of Business
Bachelor of Science (Finance)
2009-2011 - Catonsville Community College
Associates Degree (Business Administration)
2007-2009
Kurt Thomas Skills
- Business Strategy
- Financial Advisory
- Series 63
- Term Life Insurance
- Sales
- Fixed Annuities
- Series 6
- Retirement
- 401k
- Brokers
- 401K Retirement Savings Plans
- Long Term Care
- Disability Insurance
- Insurance
- Retirement Planning
- Life Insurance
- Mutual Funds
- Long Term Care Insurance
- Underwriting
- 401 Retirement Savings Plans
Kurt Thomas Summary
- Kurt Thomas, based in Cleveland, OH, US, is currently a President at J.L. Thomas & Company. Kurt Thomas brings experience from previous roles at Risk Appraisal Forum, Financial Planning Association of Northeast Ohio and Northeast Ohio Association of Financial Professionals. Kurt Thomas holds a 2013 - 2020 The American College of Financial Services. With a robust skill set that includes Business Strategy, Financial Advisory, Series 63, Term Life Insurance, Sales and more. Kurt Thomas has 2 emails and 2 mobile phone numbers on RocketReach.
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