Thomas Fanning Email & Phone Number
Managing Partner @ Heritage Strategies LLC
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Thomas Fanning Location
- Woodbury, NY, US
Thomas Fanning Work
- Managing Partner @ (January 2009 - Present)
- Co-Managing Partner @ (January 2009 - December 2021)
Thomas Fanning Education
- Fairfield University 1974-1978
Thomas Fanning Skills
- Leadership
- Estate Planning
- Management
- Financial Advisory
- Equities
- Investments
- Risk Management
- Finance
- Solutions
- Strategic Planning
- Insurance
- Financial Services
- Project Planning
- Valuation
- Life Insurance
- Trusts
- Business Planning
- Financial Analysis
Thomas Fanning Summary
- Thomas Fanning, based in Woodbury, NY, US, is currently a Managing Partner at Heritage Strategies LLC. Thomas Fanning brings experience from previous roles at Heritage Strategies, LLC. Thomas Fanning holds a 1974 - 1978 Fairfield University. With a robust skill set that includes Leadership, Estate Planning, Management, Financial Advisory, Equities and more. Thomas Fanning has 3 emails and 4 mobile phone numbers on RocketReach.
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Top Heritage Strategies LLC Employees
Ted Zurek
Senior Vice President
New York, NY, US
Thomas Fanning
Partner
New York, NY, US
James Fitzgerald
co managing member
Woodbury, NY, US
Thomas Fanning
Managing Partner
Woodbury, NY, US
James Fitzgerald
Co-Managing Partner
Woodbury, NY, US
Keith McMahon
Director, Estate and Business Analysis
Woodbury, NY, US
Jessica Varkey
Director of Operations
New York, United States
Lisa Siegfried
Director Of Client Development
New York, NY, US
Jim Fitzgerald
Private Investor
Locust Valley, NY, US
Jennifer Mejia
Chief Operating Officer
Woodbury, NY, US
Coleen Sherman
Employee Benefits Specialist
New York, NY, US
Chris Halvey
Managing Director, Insurance and Case Design
Woodbury, NY, US
William Morales
Director | Asset Analyst
New York, NY, US
Micah Barker
Client Service Lead
New York, NY, US
Alexander Cover
Director of Asset Analysis
Syosset, NY, US
Mark da Costa
Estate Planning Intern
New York, NY, US
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