Mickey Thomas Email & Phone Number

Managing Director of Affinity Programs @ Preferred Care Management, Group Benefits Consulting

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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. @ Principal Financial Group
2012 - 2013 Director, Institutional Relationships - Select Segment @ TIAA
2008 - 2010 Relationship Manager @ Wells Fargo Advisors
2001 - 2008 Corporate Client Group Director @ Morgan Stanley
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1990 - 2001 Investment Officer @ Wells Fargo
1987 - 1990 Membership and Marketing Director @ YMCA of Greater Charlotte
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Mickey Thomas Education

University of Tennessee-Knoxville
Master of Science - MS (Recreation Administration)
1979 - 1981
Emory & Henry University
Bachelor of Arts - BA (Interdisciplinary)
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

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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 Recreation Administration @ 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.

Mickey Thomas Emails

Found 3 emails

Mickey Thomas Phone Numbers

Found 2 phone numbers

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Mickey Thomas

Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting

Cornelius, NC, US
3
- bellsouth.net
- gmail.com
- exchange.principal.com
2
- +1 704-490-XXXX
- +1 704-562-XXXX
Mickey Thomas

Director of Sales at Hickory Springs { JSI Division }

Elkhart, IN, US
1
- gmail.com
5+
- +1 269-699-XXXX
- +1 616-842-XXXX
- +1 574-262-XXXX
- +1 616-847-XXXX
- +1 574-215-XXXX
- +1 574-320-XXXX
Mickey Thomas

Surveyor at SGC Engineering, LLC

Crystal River, FL, US
4
- yahoo.com
- aol.com
- encompassservices.com
- gmail.com
5+
- +1 765-592-XXXX
- +1 765-597-XXXX
- +1 765-592-XXXX
- +1 765-592-XXXX
- +1 765-592-XXXX
- +1 765-592-XXXX

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