High Net Worth Client Manager @ (September 2016 - September 2019)
Sales Leader @ (August 2014 - September 2016)
Retail Investor Group - Supervisor @ (November 2010 - August 2014)
Small Business Plan Services Supervisor @ (December 2004 - October 2006)
Client Service and Project Specialist @ (October 1998 - December 2003)
Risk and Operation Management, Retail Investors and Small Business @ (November 2006 - May 2010)
Thomas Morano Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA (Business Management)
2002-2005
University of Scranton
BS (Business Management)
1994-1998
Thomas Morano Skills
Process Improvement
Leadership
Series 63
Series 7
Series 6
Risk Management
Business Analysis
Project Management
Relationship Management
Investments
Business Planning
Crisis Communications
Internal Communications
People Skills
Investor Relations
Consultative Sales Management
Financial Analysis
Management
Mutual Funds
Operations Management
Strategic Planning
Sales Coaching
Business Process Improvement
Financial Services
Series 24
Thomas Morano Summary
Thomas Morano, based in Philadelphia, PA, US, is currently a Senior Sales Coach Consultant at Vanguard. Thomas Morano brings experience from previous roles at Vanguard. Thomas Morano holds a 2002 - 2005 MBA in Business Management @ Saint Joseph's University - Erivan K. Haub School of Business. With a robust skill set that includes Process Improvement, Leadership, Series 63, Series 7, Series 6 and more. Thomas Morano has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Thomas Morano?
Find contact details for 700 million professionals.