2013 -
now Senior Vice President and Financial Advisor @ Morgan Stanley
2009 -
2013 Executive Director and Banker @
1987 -
2009 Managing Director @ Harris Private Bank (BMO Private Bank)
1985 -
1987 Management Development and Commercial Lending Program and Institutional Portfolio Manager @ Mercantile Bank
Thomas McGee Education
Indiana University Bloomington, Kelley School of Business
Bachelor of Science in Business (Finance)
1981
-
1985
Thomas McGee Skills
Loans
Investments
Trusts
Microsoft Excel
Strategy
Public Speaking
Financial Services
Strategic Planning
Services
Wealth Management
Thomas McGee Summary
Thomas McGee, based in Chicago, IL, US, is currently a Senior Vice President and Financial Advisor at Morgan Stanley. Thomas McGee brings experience from previous roles at J.P. Morgan, Harris Private Bank (BMO Private Bank) and Mercantile Bank. Thomas McGee holds a 1981 - 1985 Bachelor of Science in Business in Finance @ Indiana University Bloomington, Kelley School of Business. With a robust skill set that includes Loans, Investments, Trusts, Microsoft Excel, Strategy and more. Thomas McGee has 2 emails and 2 mobile phone numbers on RocketReach.
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