Thomas Field's Location
San Mateo, CA, US
Thomas Field's Work
- Director of Client Services @ Insight Wealth Strategies, LLC
- District Manager @ Waddell & Reed
- Investment Specialist @ TD Ameritrade
- Financial Planning Specialist @ Fidelity Investments
- Branch Manager @ Charles Schwab
Thomas Field's Education
- University of California, Irvine
Bachelor of Arts (Economics)
1987 - 1992
Thomas Field's Skills
- Leadership
- Finance
- Investments
- Coaching
- Financial Planning
- Financial Advisory
- Management
- Recruiting
- Mutual Funds
- Microsoft Excel
Thomas Field's Summary
Thomas Field, based in San Mateo, CA, US, is currently a Director of Client Services at Insight Wealth Strategies, bringing experience from previous roles at Waddell & Reed, TD Ameritrade, Fidelity Investments and Charles Schwab & Co. Thomas Field holds a 1987 - 1992 Bachelor of Arts in Economics @ University of California, Irvine. With a robust skill set that includes Leadership, Finance, Investments, Coaching, Financial Planning and more, Thomas Field contributes valuable insights to the industry.
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