Thomas Proos Email & Phone Number
Senior Wealth Advisor | Investment Strategist @ Straight Path Wealth Management
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Thomas Proos Location
- Georgetown Township, MI, US
Thomas Proos Work
- 2020 -now Senior Wealth Advisor | Investment Strategist @
- 2005 -2020 Partner | Wealth Advisor | Investment Strategist @
- 2011 -2014 Board Member @
- 2003 -2005 Financial Advisor and Trust Officer @ Kent Commerce Bank / Paragon Bank and Trust
- 2001 -2003 Financial Advisor @
- 1991 -2001 Various @ First of America Bank / National City Bank
Thomas Proos Education
- Aquinas College - Grand Rapids
BSBA (Finance)
1990-1992 - Michigan State University 1987-1989
Thomas Proos Skills
- Wealth Management
- Investment Strategies
- Asset Allocation
- Alternative Investments
- Series 63
- Portfolio Management
- Wealth Management Services
- Series 65
- Asset Management
- Asset Protection
- Series 7
- Portfolio Risk
- Alternative Assets
Thomas Proos Summary
- Thomas Proos, based in Georgetown Township, MI, US, is currently a Senior Wealth Advisor | Investment Strategist at Straight Path Wealth Management. Thomas Proos brings experience from previous roles at Kanai Pettigrew Financial Group, American Diabetes Association, Kent Commerce Bank / Paragon Bank and Trust and Morgan Stanley. Thomas Proos holds a 1990 - 1992 BSBA in Finance @ Aquinas College - Grand Rapids. With a robust skill set that includes Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments, Series 63 and more. Thomas Proos has 1 emails and 1 mobile phone numbers on RocketReach.
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