Roger Thomas Email & Phone Number

VP Financial Consultant - Branch N @ Charles Schwab & Company

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Roger Thomas Location

Belle Haven, VA, US

Roger Thomas Work

2020 - now VP Financial Consultant - Branch N @ Charles Schwab & Company
2011 - 2020 Wealth Manager @ USAA Wealth Management
2003 - 2011 VP - Financial Advisor @ Wells Fargo Advisors - Wachovia Securities

2001 - 2003 Licensed Senior Financial Specialist @ Wachovia Bank - Wachovia Securities
1999 - 2003 Adjunct Professor of Finance @ American University
1999 - 2001 Licensed Financial Specialist @ Wachovia Bank - First Union Bank - First Union Securities
1995 - 1998 Graduate Fellow @ American University
1991 - 1995 Chemist - Senior Environmental Quality Assurance Manager @ DynCorp International
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1989 - 1991 Chemist - Quality Control @ General Physics Corporation
1982 - 1989 Environmental Analytical Chemist @ Versar, Inc
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Roger Thomas Education

Georgetown University
Executive Certification Program in Financial Planning, Financial Planning
2003 - 2004
American University
Master of Business Administration (MBA), Finance and Financial Management Services
1995 - 1998
American University
Master of Science in Finance (MSF), Finance and Financial Management Services
1995 - 1998

Tuskegee University
Bachelor of Science (BS), Biology Biological Sciences & Chemistry.

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Roger Thomas Skills

Strategic Financial Planning
Strategic Financial
Investments

Retirement
Series 65
Financial Services
Wealth
Retirement Planning
Wealth Management
Life Insurance

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Roger Thomas Summary

Roger Thomas, based in Belle Haven, VA, US, is currently a VP Financial Consultant - Branch N at Charles Schwab & Company. Roger Thomas brings experience from previous roles at USAA Wealth Management, Wells Fargo Advisors - Wachovia Securities, Wachovia Bank - Wachovia Securities and American University. Roger Thomas holds a 2003 - 2004 Executive Certification Program in Financial Planning, Financial Planning @ Georgetown University. With a robust skill set that includes Strategic Financial Planning, Strategic Financial, Investments, Retirement, Series 65 and more. Roger Thomas has 2 emails and 1 mobile phone numbers on RocketReach.

Roger Thomas Emails

Found 2 emails

Roger Thomas Phone Numbers

Found 6 phone numbers

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Others Named Roger Thomas

Roger Thomas

Retired (for the time being) at Home

United Kingdom
1
- gmail.com
4
- +44 7896 13XXXX
- +44 7515 29XXXX
- +44 20 7651 XXXX
- +44 7896 13XXXX
Roger Thomas

Retired at Self.

Chicago, IL, US
1
- gmail.com
2
- +1 224-517-XXXX
- +1 661-401-XXXX
Roger Thomas

President at Thomas Park Investments

Bentonville, AR, US
1
- thomas-park.com
5+
- +1 479-271-XXXX
- +1 479-721-XXXX
- +1 479-561-XXXX
- +1 479-696-XXXX
- +1 479-254-XXXX
- +1 479-936-XXXX

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