Thomas Field Email & Phone Number
Director of Client Services @ Insight Wealth Strategies, LLC
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Thomas Field Location
- San Mateo, CA, US
Thomas Field Work
- Director of Client Services @ (April 2015 - Present)
- District Manager @ (January 2011 - November 2014)
- Investment Specialist @ TD Ameritrade (January 2010 - September 2010)
- Financial Planning Specialist @ Fidelity Investments (May 2007 - February 2009)
- Branch Manager @ Charles Schwab & Co (February 2001 - October 2006)
Thomas Field Education
- University of California, Irvine
Bachelor of Arts (Economics)
1987-1992
Thomas Field Skills
- Leadership
- Finance
- Investments
- Coaching
- Financial Planning
- Financial Advisory
- Management
- Recruiting
- Mutual Funds
- Microsoft Excel
- Financial Modeling
- Project Planning
- Marketing
- Team Building
- Microsoft Office
Thomas Field Summary
- Thomas Field, based in San Mateo, CA, US, is currently a Director of Client Services at Insight Wealth Strategies. Thomas Field brings 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 has 1 mobile phone numbers on RocketReach.
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Top Insight Wealth Strategies, LLC Employees
Tim Raftis
Lead Advisor
California, United States
Thomas Field
Director of Client Services
San Mateo, CA, US
Raiya Jamil
Lead Planning Assistant
San Jose, CA, US
Andre Paiva
Lead Advisor
San Ramon, CA, US
Jessica Hedges
Business Development Representative
California, United States
Anthony Ortale
Chief Executive Officer
California, United States
Michael Agorastos
Financial Planner and Investment Strategist
San Ramon, CA, US
Camille Mobley
Chief Operating Officer
California, United States
Erica Needham
Marketing Manager
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Preston Mayo
Associate Advisor
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Cole Durkin
Portfolio Manager
Houston, TX, US
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