2021 -
2022 Vice President - Financial Consultant @
2019 -
2021 Associate Financial Consultant @
2018 -
2019 Financial Consultant Academy @
2017 -
2017 Business Development Intern @ ParkWhiz
2016 -
2016 Sales Intern @
2015 -
2015 Investment Banking Intern @
2014 -
2014 Operations Intern @
Thomas Bechtel Education
Indiana University - Kelley School of Business
Bachelor’s Degree (Sales and Marketing)
2013
-
2017
New Trier
High School
2009
-
2013
Thomas Bechtel Skills
Investment Products
Sales Presentations
Sales Processes
Investment Strategies
Drive for Success
Interpersonal Communication
Advising Clients
Wealth Management Services
Investments
Sales Management
Retirement Planning
Coaching
Mentoring
Influence Others
Public Speaking
Relationship Management
Management
Customer Service
Finance
Communication
Event Planning
Distribution
Sales
Business Analysis
Strategic Planning
Product Placement
Microsoft Word
Italian
Financial Analysis
Quantitative Finance
Financial Statements
Research
Mergers and Acquisitions
Thomas Bechtel Summary
Thomas Bechtel, based in Chicago, IL, US, is currently a Senior Financial Advisor at LPL Financial. Thomas Bechtel brings experience from previous roles at J.P. Morgan and Charles Schwab. Thomas Bechtel holds a 2013 - 2017 Bachelor’s Degree in Sales and Marketing @ Indiana University - Kelley School of Business. With a robust skill set that includes Investment Products, Sales Presentations, Sales Processes, Investment Strategies, Drive for Success and more. Thomas Bechtel has 2 emails and 1 mobile phone numbers on RocketReach.
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