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
- Coaching
- Finance
- Financial Advisory
- Financial Planning
- Investments
- Leadership
- Management
- Mutual Funds
- Recruiting
- 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 Coaching, Finance, Financial Advisory, Financial Planning, Investments and more. Thomas Field has 1 mobile phone numbers on RocketReach.
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