Thomas Neumann Email & Phone Number
Financial Advisor @ Drake & Associates, LLC
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Thomas Neumann Location
- Milwaukee, WI, US
Thomas Neumann Work
- Financial Advisor @ (April 2019 - Present)
- Director of Wealth Management @ (July 2022 - May 2025)
- Financial Advisor @ (July 2018 - March 2019)
- Premier Banker @ (August 2017 - April 2018)
- Securities Trader @ (June 2013 - July 2017)
- Investment Services Analyst @ (March 2010 - June 2013)
- Financial Service Consultant @ (September 2009 - March 2010)
- Client Service Manager @ (January 2008 - September 2009)
- Client Service Consultant @ (August 2005 - January 2008)
- Director of League Operations @ (August 2002 - May 2005)
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 4 emails and 3 mobile phone numbers on RocketReach.
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