Roger Thomas Email & Phone Number
VP Financial Consultant - Branch N
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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 @
- 1999 -2001 Licensed Financial Specialist @ Wachovia Bank - First Union Bank - First Union Securities
- 1995 -1998 Graduate Fellow @
- 1991 -1995 Chemist - Senior Environmental Quality Assurance Manager @
- 1989 -1991 Chemist - Quality Control @
- 1982 -1989 Environmental Analytical Chemist @
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.
Roger Thomas Skills
- Strategic Financial Planning
- Strategic Financial
- Investments
- Retirement
- Series 65
- Financial Services
- Wealth
- Retirement Planning
- Wealth Management
- Life Insurance
- Wealth Management Services
- Series 7
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 2 mobile phone numbers on RocketReach.
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