Thomas Loonie Email & Phone Number
Director of Financial Planning and Life Insurance @ Bay Financial Associates LLC
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Thomas Loonie Location
- Holliston, MA, US
Thomas Loonie Work
- 2002 -now Director of Financial Planning and Life Insurance @
- 1999 -2002 Senior Auditor @
- 1995 -1999 Senior Auditor @ Arthur Andersen
Thomas Loonie Education
- Bentley University - McCallum Graduate School of Business
MSFP (Financial Planning)
2000-2001 - Stonehill College
BSBA (Accounting)
1991-1995 - Brockton High School 1988-1991
Thomas Loonie Skills
- Research
- Financial Analysis
- Insurance
- Retirement Planning
- High Net Worth Individuals
- Final Expense Planning
- Wealth
- Asset Allocation
Thomas Loonie Summary
- Thomas Loonie, based in Holliston, MA, US, is currently a Director of Financial Planning and Life Insurance at Bay Financial Associates. Thomas Loonie brings experience from previous roles at Fidelity Investments and Arthur Andersen. Thomas Loonie holds a 2000 - 2001 MSFP in Financial Planning @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes Research, Financial Analysis, Insurance, Retirement Planning, High Net Worth Individuals and more. Thomas Loonie has 1 emails and 1 mobile phone numbers on RocketReach.
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