Thomas Arndt Email & Phone Number
Merrill Financial Solutions Advisor @ Merrill Lynch
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Thomas Arndt Location
- New York, NY, US
Thomas Arndt Work
- Merrill Financial Solutions Advisor @ (July 2021 - Present)
- Financial Advisor @ (May 2019 - July 2021)
- Director, Office of the CIO, Ultra High Net Worth Investment Office @ Merrill Lynch/Bank of America (October 2006 - June 2017)
- Project Manager, National Wealth Consulting Group, National Wealth Consulting Division @ (May 2006 - September 2006)
- Senior Technical Analyst, National Wealth Consulting Group, Investment Management Services @ Prudential Investments (October 2002 - May 2006)
- Technical Analyst, MidWest Region, Investment Management Services @ Prudential Investments (August 2001 - October 2002)
- Sales Executive, Alliance Marketing, Online Bill Payment Solutions @ (July 2000 - April 2001)
- Internal Wholesaler, Prudential Mutual Fund Sales and Marketing @ Prudential Investments (July 1997 - July 2000)
- Non-Proprietary Mutual Fund Specialist, Mutual Fund Sales and Marketing @ Prudential Securities (October 1996 - July 1997)
Thomas Arndt Education
- York College of Pennsylvania
Bachelor's Degree
1989-1993
Thomas Arndt Skills
- 63 Licenses
- Analytical Skills
- Asset Management
- Attention to Detail
- Audio Conferencing
- Client Presentation
- Client Relations
- Collateral
- Communication
- Critical Thinking
- Customized Investment Portfolios
- Customized Wealth Strategies
- Defined Benefit
- ETFs
- Family Financial Advisor
- Family Wealth Management Strategies
- Financial Advisory
- Financial Education
- Financial Modeling
- Goal Based Wealth Management
- HNW
- High Net Worth Portfolio Management
- Investment Management
- Investment Performance
- Investment Policy
- Investment Portfolios
- Investment Products
- Investment Strategies
- Manager Selection
- Managing Accounts (Accounting)
- Managing New Wealth
- Market Analysis
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Money Market Funds
- Portfolio Management
- Presentation Skills
- Presentations
- Problem Solving
- Product Management
- Product Specialists
- Relationship Building
- Relationship Development
- Sales
- Sales and Marketing
- Separately Managed Accounts
- Series 65
- Series 7
- Skilled Multi-tasker
- Strategic Planning
- Teamwork
- Territory Management
- Transparency
- Trusting Relationships
Thomas Arndt Summary
- Thomas Arndt, based in New York, NY, US, is currently a Merrill Financial Solutions Advisor at Merrill Lynch. Thomas Arndt brings experience from previous roles at Merrill Lynch, Merrill Lynch/Bank of America, Prudential Invesments and Prudential Investments. Thomas Arndt holds a 1989 - 1993 Bachelor's Degree @ York College of Pennsylvania. With a robust skill set that includes 63 Licenses, Analytical Skills, Asset Management, Attention to Detail, Audio Conferencing and more. Thomas Arndt has 1 mobile phone numbers on RocketReach.
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