Thomas Lynch Email
Senior Financial Advisor @ Holistic Wealth Advisors
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Thomas Lynch Location
- Albany, NY, US
Thomas Lynch Work
- Senior Financial Advisor @ (May 2025 - Present)
- Managing Director and Financial Planner at Thoroughbred Advisors @ (January 2020 - May 2025)
- Development Manager @ (January 2013 - April 2016)
- Managing Director and Financial Planner @ (January 2020 - May 2025)
- Partner @ (April 2016 - October 2019)
- Financial Services Professional @ (October 2007 - January 2013)
Thomas Lynch Education
- University of South Carolina - Columbia
Thomas Lynch Skills
- Sales
- Training
- Recruiting
- Life Insurance
- Insurance
- Finance
- Risk Management
- Banking
- Employee Benefits
- Management
- Coaching
- Workshop Facilitation
Thomas Lynch Summary
- Thomas Lynch, based in Albany, NY, US, is currently a Senior Financial Advisor at Holistic Wealth Advisors. Thomas Lynch brings experience from previous roles at Thoroughbred Advisors and New York Life Insurance Company. Thomas Lynch holds a University of South Carolina - Columbia. With a robust skill set that includes Sales, Training, Recruiting, Life Insurance, Insurance and more.
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