Thomas Applegate Email & Phone Number
Senior Vice President - Portfolio Manager @ Bank of America Private Bank
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Thomas Applegate Location
- New York, NY, US
Thomas Applegate Work
- 2019 -now Senior Vice President - Portfolio Manager @
- 2016 -2019 Senior Vice President, Senior Investment Strategist @
- 2015 -2016 Vice President Investments @
- 2007 -2013 Client Portfolio Manager @
- 2005 -2007 Director - Plan Consulting and Investment Solutions @
- 2003 -2005 Vice President, Manager @
- 2001 -2003 Vice President, Institutional Investment Consultant @
- 1996 -2001 Vice President, Retirement Plan Manager @
Thomas Applegate Education
- Muhlenberg College
BA (Business, Accounting)
1980-1984 - The Peddie School
Thomas Applegate Skills
- Investments
- Asset Allocation
- Pensions
- 401k
- Defined Benefit
- Investment Strategies
- Asset Managment
- Retirement Plan Consulting
- Product Management
- Product Development
- Series 7
- Series 63
- Series 24
- Asset Management
- Alternative Investments
- Structured Products
- Portfolio Management
- Derivatives
- Mutual Funds
- Capital Markets
- Fixed Income
- Investment Management
- Relationship Management
- Retirement
- Equities
Thomas Applegate Summary
- Thomas Applegate, based in New York, NY, US, is currently a Senior Vice President - Portfolio Manager at Bank of America Private Bank. Thomas Applegate brings experience from previous roles at Wells Fargo Wealth and Investment Management, Newport Capital Group, Voya Investment Management and Merrill Lynch Retirement Group. Thomas Applegate holds a 1980 - 1984 BA in Business, Accounting @ Muhlenberg College. With a robust skill set that includes Investments, Asset Allocation, Pensions, 401k, Defined Benefit and more. Thomas Applegate has 2 emails and 1 mobile phone numbers on RocketReach.
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