Thomas Erb Email & Phone Number
Senior Financial Planner @ Edelman Financial Engines
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Thomas Erb Location
- Denver, CO, US
Thomas Erb Work
- 2025 -now Senior Financial Planner @
- 2024 -2025 Senior Financial Advisor - Client Success Advisor - Private Client @
- 2023 -2024 Senior Financial Advisor - Client Success Advisor @
- 2021 -2023 Senior Financial Advisor - Client Success Advisor @
- 2019 -2021 Financial Advisor @
- 2019 -2019 Senior Client Operations Associate - Specialist @
- 2017 -2019 Operations Associate @
- 2015 -2017 Associate Vice President @
- 2011 -2017 12 Kilo @
- 2014 -2014 Intern @
Thomas Erb Education
- Colorado State University
Bachelor of Business Administration (BBA) (Financial Planning and Services)
2011-2015 - Holy Family High School
High School Diploma
2007-2011
Thomas Erb Skills
- Leadership
- Microsoft Excel
- PowerPoint
- Time Management
- Finance
- Microsoft Word
- Teamwork
- Financial Analysis
- Team Leadership
- Research
- Social Media
- Microsoft Office
- Public Speaking
- Customer Service
- Social Networking
- Salesforce.com
- Plumbing
Thomas Erb Summary
- Thomas Erb, based in Denver, CO, US, is currently a Senior Financial Planner at Edelman Financial Engines. Thomas Erb brings experience from previous roles at Empower and Personal Capital. Thomas Erb holds a 2011 - 2015 Bachelor of Business Administration (BBA) in Financial Planning and Services @ Colorado State University. With a robust skill set that includes Leadership, Microsoft Excel, PowerPoint, Time Management, Finance and more. Thomas Erb has 1 emails and 1 mobile phone numbers on RocketReach.
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