Thomas Coy Email & Phone Number
Investment Portfolio Manager @ Wela Financial Advisory
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Thomas Coy Location
- San Antonio, TX, US
Thomas Coy Work
- 2025 -now Investment Portfolio Manager @
- 2023 -2025 Senior Financial Analyst @
- 2021 -2023 Corporate Actions Team Leader @
- 2020 -2021 ABDC Business Analyst @
- 2018 -2020 Corporate Actions Associate @
- 2014 -2018 Senior Financial Professional @ Alamo Insurance & Wealth Management
- 2016 -2017 Billing Analyst @
- 2013 -2014 Customer Service Associate @ Southwestern Business Corp
- 2012 -2013 Dispute Subject Matter Expert @
Thomas Coy Education
- Capella University 2019-2020
- Northwest Vista College 2010-2014
Thomas Coy Skills
- Leadership
- Analysis
- Management
- Foreclosures
- Real Estate
- Investments
- Microsoft Excel
- Sellers
- Negotiation
- Training
- Finance
- Customer Service
- Relocation
- Financial Analysis
- Investment Properties
- Sales Management
- Sales
- Financial Planning
- Real Estate Transactions
Thomas Coy Summary
- Thomas Coy, based in San Antonio, TX, US, is currently a Investment Portfolio Manager at Wela Financial Advisory. Thomas Coy brings experience from previous roles at Victory Capital and AllianceBernstein. Thomas Coy holds a 2019 - 2020 Capella University. With a robust skill set that includes Leadership, Analysis, Management, Foreclosures, Real Estate and more. Thomas Coy has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Wela Financial Advisory Employees
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Investment Portfolio Manager
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Elizabeth Alamillo
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