Thomas Neumann Email & Phone Number
Financial Advisor @ Drake & Associates, LLC
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Thomas Neumann Location
- Milwaukee, WI, US
Thomas Neumann Work
- 2019 -now Financial Advisor @
- 2022 -2025 Director of Wealth Management @
- 2018 -2019 Financial Advisor @
- 2017 -2018 Premier Banker @
- 2013 -2017 Securities Trader @
- 2010 -2013 Investment Services Analyst @
- 2009 -2010 Financial Service Consultant @
- 2008 -2009 Client Service Manager @
- 2005 -2008 Client Service Consultant @
- 2002 -2005 Director of League Operations @
Thomas Neumann Education
- University of Wisconsin-Madison
BS (Economics)
2001-2005 - Muskego High School
HS Diploma (General Studies)
1998-2001
Thomas Neumann Skills
- Retirement Planning
- Financial Planning
- Retirement Income Strategies
- Qualified Retirement Plans
- Retirement Savings
- Portfolio Management
- Individual Retirement Accounts (IRA)
- 401(k) Retirement Savings Plans
- Series 7
- Microsoft Technologies
- Leadership
- Research
- Mutual Funds
- Series 63
- Securities
- Investments
- Fixed Income
- Bloomberg
- Asset Allocation
- Equities
- Uniform Combined State Law
- Banking
- Financial Services
- Investment Strategies
- Trading
- Asset Management
- Investment Management
- Bonds
- Series 65
- 401k
- Analysis
- Series 24
- Relationship Management
- Financial Markets
- Equity Trading
- Equity Research
- Finance
- Options
- Training
- Bloomberg Terminal
- Retirement
- Electronic Trading
- Investment Advisory
- Institutional Investments
- IRAs
- Alternative Investments
- Financial Advisory
- Insurance
- Sales
- Financial Modeling
- Capital Markets
- Financial Risk
- Business Analysis
- FactSet
- Series 66
- Strategic Planning
- Strategy
- Wealth Management
- Microsoft Access
- Risk Management
- Credit
- Consumer Lending
- Customer Service
- Financial Analysis
- Management
- Project Management
- Credit Analysis
- Trading Systems
- Retail Banking
- Loans
Thomas Neumann Summary
- Thomas Neumann, based in Milwaukee, WI, US, is currently a Financial Advisor at Drake & Associates, LLC. Thomas Neumann brings experience from previous roles at Drake & Associates, LLC, The Huntington Investment Company and Wells Fargo. Thomas Neumann holds a 2001 - 2005 BS in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Retirement Planning, Financial Planning, Retirement Income Strategies, Qualified Retirement Plans, Retirement Savings and more. Thomas Neumann has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Drake & Associates, LLC Employees
Thomas Neumann
Financial Advisor
Milwaukee, WI, US
Randy Winkler
Lead Financial Advisor
Waukesha, WI, US
Laura Kraus
Chief Compliance Officer
Milwaukee, WI, US
Anthony Zimdars
Business Development Coordinator
Milwaukee, WI, US
Brook Johnson
Customer Service Specialist
United States
Charlie Parish
Business Development Coordinator
Milwaukee, WI, US
Nav I
AI Engineer
Milwaukee, WI, US
Matt Schumacher
Director of Advisory Services
Milwaukee, WI, US
Elinna Yang
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