Thomas Bennett's Location
Benicia, CA, US
Thomas Bennett's Work
- Managing Director (IAR) @ Horter Investment Management, LLC
- Senior Financial Advisor (SFA) and Investment Advisor Representative and Vice President @ PT. MITSUBISHI HC CAPITAL AND FINANCE INDONESIA
- Wealth Financial Consultant (WFC) @ Saybrus Partners
- Financial Consultant and Investment Advisory Representitive @ Bank of the West
- Managing Associate and Investment Advisory Representitive @ New England Financial
- Managing Principal and VP Wealth and Investment Advisory Representitive @ Mechanics Bank
- Regional Manager-Retail Bank @ Mechanics Bank
- Financial Center Manager and Investment Advisory Representitive @ Citi
- Investment Advisory Representitive and Financial Planner and Financial Advisor @ Financial Services Company
- State Farm Life Specialist @ State Farm
Thomas Bennett's Education
- University of California, Berkeley
B.S. (Anthropology)
1992 - 1994 - College of Financial Planning
CRPC® (Chartered Retirement Planning Counselor)
2012 - 2012 - The American College of Financial Services
CLU® (Chartered Life Underwriter)
2010 - 2010
- Kaplan University
CFP® ,Certified Financial Planner (Financial Planning)
2009 - 2010 - Monterey Penninsula College
A. (Psychology)
1990 - 1992
Thomas Bennett's Skills
- Wealth Management
- Retirement Planning
- Investment Advisory
- Financial Planning
- Portfolio Management
- Estate Planning
- Financial Advisory
- Investments
- Mutual Funds
- Managed Money
Thomas Bennett's Summary
Thomas Bennett, based in Benicia, CA, US, is currently a Managing Director (IAR) at Horter Investment Management, LLC, bringing experience from previous roles at UnionBanc Investment Services / MUFG Americas, Saybrus Partners, Bank of the West and New England Financial. Thomas Bennett holds a 1992 - 1994 B.S. in Anthropology @ University of California, Berkeley. With a robust skill set that includes Wealth Management, Retirement Planning, Investment Advisory, Financial Planning, Portfolio Management and more, Thomas Bennett contributes valuable insights to the industry. Thomas Bennett has 3 emails on RocketReach.
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