Mark Thoms Email & Phone Number
Vice President - Financial Institutions and Private Equity @ HUB International
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Mark Thoms Location
- Weymouth, MA, US
Mark Thoms Work
- 2021 -now Vice President - Financial Institutions and Private Equity @
- 2020 -2021 Vice President @
- 2014 -2020 Client Servicing Manager @ The Spofford Group Insurance Brokerage, Ltd.
- 2006 -2013 Financial Control Group Manager @
- 2000 -2006 Financial Control Line Manager @
- 1998 -2000 Senior Specialist @
- 1996 -1998 Control Specialist I, II, III @
Mark Thoms Education
- UMass Dartmouth
Bachelor's degree (Accounting)
1990-1995 - University of Massachusetts Dartmouth
Accounting (Accounting)
1990-1995
Mark Thoms Skills
- Mutual Funds
- Securities
- 401k
- Retirement
- Transfer Agency
- 529 Plans
- Series 63
- Fund Accounting
- Series 7
- Investments
- Series 6
- Financial Analysis
- Financial Services
- IRAs
- Bloomberg
- Financial Audits
- Asset Management
- Finance
- Account Reconciliation
- Relationship Management
- Equities
- Asset Allocation
- Strategic Financial Planning
- 401(k) Retirement Savings Plans
- Business Relationship Management
- Strategy
- 401k Retirement Savings Plans
- Microsoft Word
- Sales
- Forecasting
- Marketing
- Microsoft Office
- 401 Retirement Savings Plans
Mark Thoms Summary
- Mark Thoms, based in Weymouth, MA, US, is currently a Vice President - Financial Institutions and Private Equity at HUB International. Mark Thoms brings experience from previous roles at The Spofford Group Insurance Brokerage Ltd., The Spofford Group Insurance Brokerage, Ltd. and Boston Financial Data Services. Mark Thoms holds a 1990 - 1995 Bachelor's degree in Accounting @ UMass Dartmouth. With a robust skill set that includes Mutual Funds, Securities, 401k, Retirement, Transfer Agency and more. Mark Thoms has 2 emails and 2 mobile phone numbers on RocketReach.
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