Thomas Mcsi Email & Phone Number
Private Client Director @ W1 Investment Group
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Thomas Mcsi Location
- Bombay, Maharashtra, India
Thomas Mcsi Work
- 2015 - now Private Client Director @
- 2011 - 2015 Senior Consultant @
- 2010 - 2011 Financial Planning Manager @
- 2009 - 2010 Premier Manager @
Thomas Mcsi Education
- LIBF
Statement of Professional Standing (Financial Advice)
2021 - 2022 - The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice and Management
2012 - 2012 - The Chartered Institute for Securities & Investment (The CISI)
Thomas Mcsi Skills
- Wealth Management
- Financial Advisory
- Investments
- Portfolio Management
- Strategic Financial Planning
- Retirement Planning
- Financial Planning
- Financial Services
- Finance
- Banking
- Management
- Savings
- Asset Allocation
- Insurance
- Investment Management
- Risk Management
- Wealth
- Asset Management
- Project Planning
- Project Management
- Sales
Thomas Mcsi Summary
- Thomas Mcsi, based in Bombay, Maharashtra, India, is currently a Private Client Director at W1 Investment Group. Thomas Mcsi brings experience from previous roles at Guardian Wealth Management and Barclays Bank. Thomas Mcsi holds a 2021 - 2022 Statement of Professional Standing in Financial Advice @ LIBF. With a robust skill set that includes Wealth Management, Financial Advisory, Investments, Portfolio Management, Strategic Financial Planning and more. Thomas Mcsi has 1 emails on RocketReach.
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Top W1 Investment Group Employees
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