2022 -
now Director of Wealth Management Services @
2017 -
2022 Director of Financial Planning @
2015 -
2017 Financial Professional @
2012 -
2015 Managing Director @ Shamrock Asset Management, LLC
2011 -
2012 Vice President Investments - Financial Advisor @
2011 -
2011 Regional Bank Private Banker @
2006 -
2010 Account Executive @
2005 -
2006 Financial Advisor @
Thomas Shrader Education
New Mexico State University
Bachelor of Arts (BA) (Marketing)
1994
-
1998
Slippery Rock University of Pennsylvania
(Undergraduate Studies -Environmental Science)
1992
-
1994
Thomas Shrader Skills
Investments
Financial Planning
Wealth Management
Business Development
Retirement Planning
Financial Services
Tax-advantaged Investment Strategies
Portfolio Management
Microsoft Office
Financial Analysis
Finance
Sales
Tax Advantaged Investment Strategies
Thomas Shrader Summary
Thomas Shrader, based in Fort Lauderdale, FL, US, is currently a Director of Wealth Management Services at Northwestern Mutual. Thomas Shrader brings experience from previous roles at Northwestern Mutual, AXA Advisors, LLC, Shamrock Asset Management, LLC and Chase. Thomas Shrader holds a 1994 - 1998 Bachelor of Arts (BA) in Marketing @ New Mexico State University. With a robust skill set that includes Investments, Financial Planning, Wealth Management, Business Development, Retirement Planning and more. Thomas Shrader has 7 emails and 2 mobile phone numbers on RocketReach.
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