Thomas Pohlen Email & Phone Number
Regional Director-West and Northeast @ Retirement Plan Consultants
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Thomas Pohlen Location
- California, United States
Thomas Pohlen Work
- 2019 -now Regional Director-West and Northeast @
- 2018 -2019 Wealth Advisor @ INDEX FUND ADVISORS
- 2017 -2018 Portfolio Manager Associate @ Laurel Wealth Advisors, Inc.
- 2015 -2017 Portfolio Associate @
- 2007 -2015 Specialist II - Community Services @ The City of Brea
- 2015 -2015 Intern @ Laurel Wealth Advisors, Inc.
Thomas Pohlen Education
- California State University-Fullerton
Business Administration (Finance)
2008-2011 - California State University-Long Beach
Business Administration (Finance)
2005-2008
Thomas Pohlen Skills
- Portfolio Management
- Data Analysis
- Analytical Skills
- Trading
- Microsoft Excel
- Financial Analysis
Thomas Pohlen Summary
- Thomas Pohlen, based in California, United States, is currently a Regional Director-West and Northeast at Retirement Plan Consultants. Thomas Pohlen brings experience from previous roles at INDEX FUND ADVISORS, Laurel Wealth Advisors, Inc., Index Fund Advisors, Inc. and The City of Brea. Thomas Pohlen holds a 2008 - 2011 Business Administration in Finance @ California State University-Fullerton. With a robust skill set that includes Portfolio Management, Data Analysis, Analytical Skills, Trading, Microsoft Excel and more. Thomas Pohlen has 1 emails and 2 mobile phone numbers on RocketReach.
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