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Thomas Bodin Location
Indianapolis, IN, US
Thomas Bodin Work
Practice Integration Advisor and Team Lead @ (January 2025 - Present)
Practice Integration Advisor @ (February 2015 - January 2025)
CFO @ (January 2013 - January 2015)
Chief Economist @ (January 2005 - December 2012)
Project Manager @ IN OAG (January 2002 - January 2005)
Thomas Bodin Education
University of Indianapolis - School of Business
MBA (Finance, Marketing)
2002-2004
Butler University - Lacy School of Business
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 1 emails and 1 mobile phone numbers on RocketReach.
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