Thomas Roberts Email & Phone Number
Senior Consultant @ Lawsons Network
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Thomas Roberts Location
- Portugal
Thomas Roberts Work
- Senior Consultant @ (January 2024 - Present)
- Financial Services Professional @ (November 2014 - Present)
- Associate @ (October 2020 - September 2023)
- Area Manager @ Leading Offshore Financial Advisory (August 2008 - November 2014)
- Executive Consultant @ (March 2007 - July 2008)
- Recruitment Consultant @ (July 2005 - February 2007)
Thomas Roberts Education
- Chartered Institute for Securities and Investment
(Regulated Financial Planning)
2014-2017 - Chartered Institute for Securities and Investment
International Certificate in Wealth and Investment Management (Financial Planning and Services)
2010-2014 - Yale College
BTEC (Media and Communcation)
2001-2003 - Queens Park High School
High School (Mathematics)
1995-2000
Thomas Roberts Skills
- QROPS
- Recruiting
- Financial Services
- Wealth Management
- Income Protection
- Mutual Funds
- Strategic Financial Planning
- Financial Planning
- Offshore Banking
- New Business Development
- Consulting
- Petroleum
- Banking
- Pensions
- Insurance
- Portfolio Management
- Finance
- Business Strategy
- Inheritance Tax Planning
- Negotiation
- Savings
- Asset Management
- Retirement
- Financial Advisory
- Lump Sum
- Life Insurance
- Investment Advisory
- Health Insurance
- Human Resources
- Management
- Retirement Planning
- Real Estate
- Funding
- Financial Markets
- Alternative Investments
- Financial Planners
- Strategic Planning
- Wealth
- Investments
Thomas Roberts Summary
- Thomas Roberts, based in Portugal, is currently a Senior Consultant at Lawsons Network. Thomas Roberts brings experience from previous roles at IIMG Ltd, OpesFidelio, Leading Offshore Financial Advisory and TRC Solutions. Thomas Roberts holds a 2014 - 2017 Chartered Institute for Securities and Investment. With a robust skill set that includes QROPS, Recruiting, Financial Services, Wealth Management, Income Protection and more. Thomas Roberts has 2 emails and 3 mobile phone numbers on RocketReach.
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