Thomas Pate Email & Phone Number
Sales Vice President @ Highland Capital Brokerage
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Thomas Pate Location
- Tampa, FL, US
Thomas Pate Work
- 2005 -now Sales Vice President @
- 2001 -2005 Regional Estate Planning Consultant @
- 1987 -1999 Estate Planning Specialist @
- 1985 -1987 Insurance Specialist @ E.F. Hutton
Thomas Pate Education
- The American College
Chartered Life Underwriter®
1977-1980 - North Carolina State University 1959-1962
- Campbell University
Thomas Pate Skills
- Fixed Annuities
- Insurance
- Estate Planning
- Retirement Planning
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Retirement
- 401k
- Long-term Care
- Wealth Management
- Financial Planning
- Term Life Insurance
- Series 63
- Series 7
- Variable Annuities
- Whole Life
- Universal Life
- Mutual Funds
- Underwriting
- IRAs
- Investments
- Financial Services
- Financial Planners
Thomas Pate Summary
- Thomas Pate, based in Tampa, FL, US, is currently a Sales Vice President at Highland Capital Brokerage. Thomas Pate brings experience from previous roles at Morgan Stanley, Merrill Lynch and E.F. Hutton. Thomas Pate holds a 1977 - 1980 Chartered Life Underwriter® @ The American College. With a robust skill set that includes Fixed Annuities, Insurance, Estate Planning, Retirement Planning, Disability Insurance and more. Thomas Pate has 2 emails and 4 mobile phone numbers on RocketReach.
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