Thomas McDermott Email & Phone Number
Private Senior Wealth Advisor @ LPL Financial
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Thomas McDermott Location
- New York, NY, US
Thomas McDermott Work
- 2024 - now Private Senior Wealth Advisor @
- 2020 - 2024 Financial Planner @
- 2011 - 2020 Personal Financial Representative @
- 2003 - 2011 Licensed Account Manager @
Thomas McDermott Education
- Baruch College
BBA (Finance & Investments)
2007 - 2010
Thomas McDermott Skills
- Entrepreneurship
- Account Management
- Fixed Income
- Life Insurance
- Insurance
- Relationship Management
- CRM
- Equities
- Fixed Annuities
- Financial Markets
- Financial Services
- Financial Analysis
- Sales
- Retirement Planning
- Asset Managment
- Securities
- Management
- Finance
- Investments
- Asset Management
- Microsoft Office
- Disability Insurance
- Series 7
- Series 6
- Mutual Funds
- Leadership
- Term Life Insurance
- Services
- Valuation
- Property and Casualty Insurance
- PowerPoint
- IRAs
- Retirement
- Banking
Thomas McDermott Summary
- Thomas McDermott, based in New York, NY, US, is currently a Private Senior Wealth Advisor at LPL Financial. Thomas McDermott brings experience from previous roles at Fortis Lux Financial, Allstate Financial Services, LLC and Allstate Insurance. Thomas McDermott holds a 2007 - 2010 BBA in Finance & Investments @ Baruch College. With a robust skill set that includes Entrepreneurship, Account Management, Fixed Income, Life Insurance, Insurance and more. Thomas McDermott has 2 emails and 1 mobile phone numbers on RocketReach.
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