Thomas Bodin Email & Phone Number
Practice Integration Advisor and Team Lead @ Focus Financial Partners
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Thomas Bodin Location
- Indianapolis, IN, US
Thomas Bodin Work
- 2025 -now Practice Integration Advisor and Team Lead @
- 2015 -2025 Practice Integration Advisor @
- 2013 -2015 CFO @
- 2005 -2012 Chief Economist @
- 2002 -2005 Project Manager @ IN OAG
Thomas Bodin Education
- University of Indianapolis - School of Business
MBA (Finance, Marketing)
2002-2004 - Butler University - College of Business Administration
(Marketing)
1998-2002 - Moeller 1994-1998
Thomas Bodin Skills
- Comprehensive Wealth Management
- Financial Markets
- Financial Planning
- Merchant Services
- Trust Management
- Financial Analysis
- Financial Modeling
- Quantitative Finance
- Quant
- CFA
- MBA
- MBA Finance
- Excel
- RIA
- Private Wealth Management
- Wealth Management
- Wealth Preservation
- Retirement Planning
- Investment Selection
- Portfolio Management
- Portfolio Optimization
- Sales Management
- Strategy Development
- Process Development
- Workflow Analysis
- Workflow Solutions
- Strategic Financial Planning
- Economics
- Chartered Financial Analyst
- Strategy
- Microsoft Excel
- Public Policy
- Policy
- Securities
- Government
- Valuation
- Policy Analysis
- Budgets
- Finance
- Wealth Management Services
- Analysis
- Management
- Budgeting
- Planning
- Integration
- Investment Management
Thomas Bodin Summary
- Thomas Bodin, based in Indianapolis, IN, US, is currently a Practice Integration Advisor and Team Lead at Focus Financial Partners. Thomas Bodin brings experience from previous roles at Buckingham Strategic Wealth, Indiana Attorney General's Office and IN OAG. Thomas Bodin holds a 2002 - 2004 MBA in Finance, Marketing @ University of Indianapolis - School of Business. With a robust skill set that includes Comprehensive Wealth Management, Financial Markets, Financial Planning, Merchant Services, Trust Management and more. Thomas Bodin has 2 emails and 1 mobile phone numbers on RocketReach.
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