Thomas Martin's Work
- Trading Manager @ Upstate Coin & Gold
- Vice President - Director of Securities Operations @ Pacific Premier Trust, a Division of Pacific Premier Bank
- Vice President - Director of Operations Risk, Controls, and Rigor @ Pacific Premier Trust, a Division of Pacific Premier Bank
- Senior Manager - Advisor Services Business Unit Risk @ Charles Schwab
- Associate Wealth Management Advisor @ Northwestern Mutual
- Manager - Securities Operations @ Janus Henderson Investors
- Trading Operations Supervisor @ Williams Financial Group
- Associate - International Corporate Actions @ J.P. Morgan
- Mutual Fund Operations Team Lead @ Charles Schwab
- Cashiering Business Analyst @ Charles Schwab
Thomas Martin's Education
- University of Limerick
Master of Science (Financial Services)
2006 - 2008 - Northern Arizona University
Bachelor of Science in Business Administration (Finance)
2004 - 2006 - Arizona State University
Computer Science
2001 - 2004
Thomas Martin's Skills
- Leadership
- Customer Service
- Risk Management
- Financial Analysis
- Mutual Funds
- Account Reconciliation
- Finance
- Fixed Income
- Investments
- Financial Services
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Joshua Scott
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