Mickey Thomas Email & Phone Number
Managing Director of Affinity Programs
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Mickey Thomas Location
- Cornelius, NC, US
Mickey Thomas Work
- 2019 -now Managing Director of Affinity Programs @ Preferred Care Management, Group Benefits Consulting
- 2018 -now Managing Director of Affinity Programs @ Preferred Care Management, Group Benefits Consulting
- 2018 -now Managing Director of Affinity Programs @ Preferred Care Management, Group Benefits Consulting
- 2014 -now Founder, Principal @ Universitas Financial Services
- 2014 -now Sr. Financial Services Representative serving Professionals, Higher Education and Not-for-Profits. @
- 2012 -2013 Director, Institutional Relationships - Select Segment @
- 2008 -2010 Relationship Manager @ Wells Fargo Advisors
- 2001 -2008 Corporate Client Group Director @
- 1990 -2001 Investment Officer @
- 1987 -1990 Membership and Marketing Director @
Mickey Thomas Education
- University of Tennessee-Knoxville
Master of Science - MS (Intramurals, University Choir)
1979-1981 - Emory & Henry University
Bachelor of Arts - BA (Division III Football and track. Concert Choir, student government, intramurals.)
1975-1979 - Emory and Henry College
Mickey Thomas Skills
- 401 (k), 403 (b), SEP & Simple IRAs
- Business Continuation Strategies
- Business Overhead Expense
- Buy-Sell Agreements
- Buy-Sell Review
- Charitable Giving
- Deferred Compensation Plans
- Dental Insurance
- Disability Income Insurance
- Estate Planning
- Executive Benefits Strategies
- Income Protection
- Informal Business Valuation
- Key Person Insurance
- Long-Term Care Insurance
- Pension Plans
- Salary Continuation
- Split Dollar Plans
- Supplemental Retirement Income
- Survivor Income
- Tax-Deferred Savings
- Term Life Insurance
- Universal Life Insurance
- Wealth Accumulation
- Whole Life Insurance
- College Funding Strategies
- Business Overhead
- Sep and Simple Iras
- 401 K
- Executive Benefits
- Sep
- Disability Income
- Annuities Variable and Fixed
- 403 b
- Buy Sell Review
- Buy Sell Agreements
- Deferred Compensation
- Annuities Variable
- Long Term Care Insurance
- Supplemental Retirement
- Business Continuation
- Informal Business
- Tax Deferred Savings
- College Funding
- Health Insurance
- Group Benefits
- Group/Ancillary Benefits
Mickey Thomas Summary
- Mickey Thomas, based in Cornelius, NC, US, is currently a Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting. Mickey Thomas brings experience from previous roles at Preferred Care Management, Group Benefits Consulting, Universitas Financial Services and Principal Financial Group. Mickey Thomas holds a 1979 - 1981 Master of Science - MS in Intramurals, University Choir @ University of Tennessee-Knoxville. With a robust skill set that includes 401 (k), 403 (b), SEP & Simple IRAs, Business Continuation Strategies, Business Overhead Expense, Buy-Sell Agreements, Buy-Sell Review and more. Mickey Thomas has 3 emails and 2 mobile phone numbers on RocketReach.
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