Thomas Haggerty Email & Phone Number
Wealth Advisor @ Perigon Wealth Management, LLC
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Thomas Haggerty Location
- New York, NY, US
Thomas Haggerty Work
- 2022 -now Wealth Advisor @
- 2016 -2022 Financial Advisor @
- 2005 -2016 Financial Representative @
- 2003 -2016 Senior Vice President @
- 2003 -2016 Financial Advisor @
- 2001 -2001 Mutual Fund Marketing Director @
- 1999 -2001 Marketing Specialist @
- 1998 -1999 Mutual Fund Supervisor @
- 1997 -1998 Agent Workstation and New Accounts Supervisor @
- 1996 -1997 Mutual Fund Order Desk Analyst @
- 1993 -1996 Commissions Clerk @
Thomas Haggerty Education
- St. John's University
BS (Marketing)
1988-1992 - Holy Cross High School - Flushing, NY
Academic Diploma
1983-1987
Thomas Haggerty Skills
- Retirement And Income Planning
- Architects
- Supervisor
- Insurance And Estate Planning
- Business Analysis
- Chartered Mutual Fund Counselorsm Cmfc
- Training
- 63 And 65 Finra Registered Through Lpl Financial
- Certified Income Specialist Cis
- Customer Service
- Strategy
- Series 7
- Certified Annuity Specialist Cas
- Certified Fund Specialist Cfs
- Financial Planning
- Chartered Mutual Fund Counselor Cmfc
- Customer Relationship Management Crm
- Portfolio Optimization
- Modern Portfolio Theory
- Naviplan
- Salesforce.com
- Retirement Planning
- Cfs
- Client Focused
- Riskalyze
- Client Services
- Cmfc
- Asset Allocation
- E Money
- Morningstar
- Budgeting
- Financial Analysis
- Planning Software
- Behavioral Finance
- KYC
- Direct Client Interaction
- CRPC
- 529 Plans
- Customer Relationship Management
Thomas Haggerty Summary
- Thomas Haggerty, based in New York, NY, US, is currently a Wealth Advisor at Perigon Wealth Management, LLC. Thomas Haggerty brings experience from previous roles at PM Wealth Management LLC, The Guardian Life Insurance Company of America, Wealth Advisory Group LLC and Park Avenue Securities. Thomas Haggerty holds a 1988 - 1992 BS in Marketing @ St. John's University. With a robust skill set that includes Retirement And Income Planning, Architects, Supervisor, Insurance And Estate Planning, Business Analysis and more. Thomas Haggerty has 2 emails on RocketReach.
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Top Perigon Wealth Management, LLC Employees
Jonathan Hoy
President - Corporate Development
Palo Alto, CA, US
Beth Bosworth
Head of Wealth Planning, Wealth Advisor
Atlanta, GA, US
David Bauer
Partner
New York, NY, US
Philip Hart
President and Chief Investment Officer
San Francisco, CA, US
Thomas Brown
Partner, Wealth Advisor
Syracuse, NY, US
Rafia Hasan
Chief Investment Officer
Chicago, IL, US
David Scarpello
Chief Financial Officer
Wakefield, MA, US
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