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Thomas Specht Location
Seattle, WA, US
Thomas Specht Work
2020 -now Financial Advisor @
2004 -2019 Financial Consultant @
2008 -2013 Divisional Vice President @
Thomas Specht Education
University of Washington, Michael G. Foster School of Business
Bachelor of Business Administration (BBA) (Finance, Accounting, & Marketing)
2000-2004
R.A.Long
High School Diploma
1994-1998
Thomas Specht Skills
Leadership
Estate Planning
Series 63
Strategic Finance
Team Building
Personal Pensions
Public Speaking
Fixed Annuities
Insurance
Distribution Strategies
Retirement Planning
Brokerage
Permanent Life Insurance
Investments
Variable Annuities
Investment Advisory
Asset Managment
457 Plans
Wealth Management
Mutual Funds
Entrepreneurship
Risk Management
College Savings Plans
Separately Managed Accounts
Team Development
Long Term Care
Disability Insurance
Personal Financial Planning
Series 24
Business Strategy
Hire
Term Life Insurance
Pension Maximization
Retirement
Expense Management
Recruiting
Series 7
403b
Securities
Thomas Specht Summary
Thomas Specht, based in Seattle, WA, US, is currently a Financial Advisor at Equitable Advisors. Thomas Specht brings experience from previous roles at AXA Advisors. Thomas Specht holds a 2000 - 2004 Bachelor of Business Administration (BBA) in Finance, Accounting, & Marketing @ University of Washington, Michael G. Foster School of Business. With a robust skill set that includes Leadership, Estate Planning, Series 63, Strategic Finance, Team Building and more. Thomas Specht has 2 emails and 1 mobile phone numbers on RocketReach.
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