Thomas Holding Email & Phone Number
Financial Planner @ Osaic
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Thomas Holding Location
- Cincinnati, OH, US
Thomas Holding Work
- Financial Planner @ Osaic (December 1995 - Present)
- Account Manager @ Osaic (December 1995 - Present)
Thomas Holding Education
- Miami University 1981-1985
Thomas Holding Skills
- Wealth Accumulation
- Investment Advisory
- Retirement Planning
- Series 63
- Estate Law
- Small Business
- Education Funding
- Long-term Care
- Retirement
- Investments
- Financial Advisory
- Wealth Management
- Trusts
- Financial Analysis
- Strategic Financial Planning
- Insurance
- 401k
- Mutual Funds
- Financial Planning
- Strategic Planning
- Microsoft Office
- Microsoft Excel
- Strategic Financial
- Financial Reporting
- Long Term Care
- Team Building
Thomas Holding Summary
- Thomas Holding, based in Cincinnati, OH, US, is currently a Financial Planner at Osaic. Thomas Holding brings experience from previous roles at Osaic. Thomas Holding holds a 1981 - 1985 Miami University. With a robust skill set that includes Wealth Accumulation, Investment Advisory, Retirement Planning, Series 63, Estate Law and more. Thomas Holding has 6 emails and 2 mobile phone numbers on RocketReach.
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