Stephen Thomas Email & Phone Number
Senior Financial Advisor - Managing Principal @ Linden Thomas & Company
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Stephen Thomas Location
- Charlotte, NC, US
Stephen Thomas Work
- Senior Financial Advisor - Managing Principal @ (March 2005 - Present)
- Independent Financial Advisor @ (January 2003 - January 2005)
- Senior Vice President @ (January 1996 - January 2003)
- Senior Vice President @ (January 1991 - January 1996)
- Senior Wealth Management Consultant @ (January 1988 - January 1991)
- Private Wealth Advisor @ (January 1985 - January 1988)
Stephen Thomas Education
- Texas A&M University 1982-1985
Stephen Thomas Skills
- Finance
- Financial Analysis
- Investment Strategies
- Wealth
- Retirement Planning
- Fixed Income
- Bonds
- Asset Allocation
- Financial Advisory
- Strategy
- Analysis
- Financial Services
- Equities
- Securities
- Risk Management
- Investment Management
- Cash Flow
- Financial Modeling
- Financial Markets
- Capital Markets
- Financial Risk
- 401k
- Emerging Markets
- Financial Structuring
- Estate Planning Strategies
- Bloomberg
- Management
- Fixed Income Strategies
- Fixed Income Analysis
- Wealth Accumulation
- Retirement Plan Consulting
- Wealth Preservation Planning
- Institutional Investments
- Bond Markets
- Municipal Bonds
- High Net Worth Individuals
- Personal Finance
- Financial Planning
- Investment Advisory
- Wealth Management
- Fixed Income Portfolio Management
- Wealth Management Services
- Investments
- Portfolio Management
- Asset Management
- Estate Planning
- Series 7
- Personal Financial Planning
- Leadership
- Direct Marketing
- Team Building
- Social Media
- Public Speaking
- Online Marketing
- Event Planning
- Start Ups
- Integrated Marketing
- Strategic Planning
- Fundraising
- Organizational Development
- TapRoot
- Online Advertising
- Entrepreneurship
- Marketing
- Social Networking
- Nonprofits
- Leadership Development
- Event Management
- Direct Mail
- Directors
- Social Media Marketing
- Email Marketing
- Newsletters
- Non Profits
- Small Business
- Public Relations
- Coaching
- Marketing Communications
- Strategic Communications
- Marketing Strategy
- Analytics
- Copywriting
- Volunteer Management
- Philanthropy
Stephen Thomas Summary
- Stephen Thomas, based in Charlotte, NC, US, is currently a Senior Financial Advisor - Managing Principal at Linden Thomas and Company. Stephen Thomas brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch, Prudential Securities and Shearson Financial Services. Stephen Thomas holds a 1982 - 1985 Texas A&M University. With a robust skill set that includes Finance, Financial Analysis, Investment Strategies, Wealth, Retirement Planning and more. Stephen Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Linden Thomas & Company Employees
Brandon McPherson
Head of Asset Management and Strategic Growth
Charlotte, NC, US
David Root
Operations Specialist
Charlotte, NC, US
David Smith
Chief Compliance Officer and Operations Manager
Charlotte, NC, US
Nick Stockdale
Financial Advisor
Charlotte, NC, US
Bradley Davis
Senior Analyst
York, SC, US
Daniel Segal
Senior Investment Manager - Wealth Management
Charlotte, NC, US
Stephen Thomas
Senior Financial Advisor - Managing Principal
Charlotte, NC, US
Grant Giesler
Marketing Director
Concord, NC, US
Lorenzo Altieri
Compliance Analyst and Operations Specialist
Charlotte, NC, US
Vincent Lograsso
Administrative assistant
Charlotte, NC, US
Zachary Ladowski
Equity Analyst
Charlotte, NC, US
Gavin Finnical
Financial Advisor
Charlotte, NC, US
Frank Braden
Senior Portfolio Manager
Charlotte, NC, US
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