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
- Investment Portfolio Manager @ (June 2025 - Present)
- Senior Financial Analyst @ (October 2023 - June 2025)
- Corporate Actions Team Leader @ (October 2021 - October 2023)
- ABDC Business Analyst @ (October 2020 - November 2021)
- Corporate Actions Associate @ (November 2018 - October 2020)
- Senior Financial Professional @ Alamo Insurance & Wealth Management (October 2014 - October 2018)
- Billing Analyst @ (October 2016 - November 2017)
- Customer Service Associate @ Southwestern Business Corp (October 2013 - July 2014)
- Dispute Subject Matter Expert @ (May 2012 - October 2013)
Thomas Coy Education
- Capella University
Bachelor of Science - BS (Business Administration)
2019-2020 - Northwest Vista College
(Finance)
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 Bachelor of Science - BS in Business Administration @ Capella University. With a robust skill set that includes Leadership, Analysis, Management, Foreclosures, Real Estate and more. Thomas Coy has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Wela Financial Advisory Employees
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San Antonio, TX, US
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San Antonio, TX, US
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San Antonio, TX, US
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Taylor Chamness
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San Antonio, TX, US
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