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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Others Named Thomas Proos
Thomas Proos
Senior Wealth Advisor | Investment Strategist
Georgetown Township, MI, US
Thomas Proos
Lead
Grand Rapids, MI, US
Top Straight Path Wealth Management Employees
Cara Olson
Client Services Specialist
Marne, MI, US
Thomas Proos
Senior Wealth Advisor | Investment Strategist
Georgetown Township, MI, US
Ken Welch
CPA and Wealth Advisor
Georgetown Township, MI, US
Sam Genzink
Associate Wealth Advisor
Grand Rapids, MI, US
Caitlin Seaver
Head of Marketing and Client Experience
Grand Rapids, MI, US
Madelyn Rozeboom
Wealth Advisor
Grand Rapids, MI, US
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