Thomas O'Shea Email & Phone Number
President, Financial Advisor
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Thomas O'Shea Location
- Fairfield, CT, US
Thomas O'Shea Work
- 2010 -now President, Financial Advisor @ Claddagh LLC
- 2005 -2010 Financial Advisor @
- 2003 -2005 Financial Representative @
- 2002 -2003 Vice President of Sales @
- 1999 -2001 Vice President of Sales @ Playtex Apparel
- 1997 -1999 Director of Sales - Walmart @ Playtex Apparel
Thomas O'Shea Education
- College for Financial Planning
(Financial Planning)
2008-2008 - Wake Forest University School of Business
1991
1989-1991 - DePaul University
Bachelors (Accounting)
1982-1985
Thomas O'Shea Skills
- Estate Planning
- CPA
- Retirement Savings
- Retail
- Retirement Planning
- Retirement Benefits
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Strategy
- Life Insurance
- Strategic Financial Planning
- Qualified Retirement Plans
- Helping Clients Succeed
- Disability Insurance
- MBA
- Expense Budget Management
- Personal Financial Planning
- College Funding Strategies
- Long Term Care Insurance
- 401k Rollovers
- Financial Education
- Term Life Insurance
- Problem Solving
- Retirement
- Crossfunctional Team Leadership
- Whole Life
Thomas O'Shea Summary
- Thomas O'Shea, based in Fairfield, CT, US, is currently a President, Financial Advisor at Claddagh LLC. Thomas O'Shea brings experience from previous roles at Principal Financial Group, Northwestern Mutual Financial Network, Lantis Eyewear and Playtex Apparel. Thomas O'Shea holds a 2008 - 2008 College for Financial Planning. With a robust skill set that includes Estate Planning, CPA, Retirement Savings, Retail, Retirement Planning and more. Thomas O'Shea has 1 emails and 2 mobile phone numbers on RocketReach.
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