Thomas Stephen Email & Phone Number
Director and Head - Preferred @ Anand Rathi Share and Stock Brokers Ltd
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Thomas Stephen Location
- Mumbai, MH, IN
Thomas Stephen Work
- 2025 -now Director and Head - Preferred @
- 2022 -2025 Associate Director and Head - Preferred @
- 2022 -2022 Head - Preferred @
- 2021 -2022 Head of Sales - Preferred @
- 2014 -2021 Regional Head - South @
- 2011 -2014 Vice President @
- 2008 -2011 AVP and Head Relationship Manager @ Religare Macquarie Private Wealth
- 2007 -2008 Sr.Manager @
- 2007 -2007 Van Gogh Preferred Banking R.M @
- 2005 -2007 Financial Planning Manager @
- 2004 -2005 FSC @
Thomas Stephen Education
- Indian Institute of Management Ahmedabad
(Leadership and Change Management)
2017-2017 - Manipal Institute Of Management, MAHE, Manipal
MBA (International Business)
2002-2004 - CSI College of Engineering
BE (EEE)
1998-2002 - Nalanda Junior College 1996-1998
- St. Ann’s
Thomas Stephen Skills
- Wealth Management
- Private Banking
- Portfolio Management
- Equities
- Mutual Funds
- Relationship Management
- Investments
- Strategic Financial Planning
- Team Management
- Investment Advisory
- Investment Banking
- Retail Banking
- Asset Management
- Financial Services
- Business Development
- CRM
- Banking
- Finance
- Insurance
- Business Planning
- Asset Allocation
- Credit
- Financial Advisory
- Investment Management
- Wealth
- Capital Markets
- Financial Planning
Thomas Stephen Summary
- Thomas Stephen, based in Mumbai, MH, IN, is currently a Director and Head - Preferred at Anand Rathi Share and Stock Brokers Ltd. Thomas Stephen brings experience from previous roles at Anand Rathi Share and Stock Brokers Ltd and Karvy Private Wealth. Thomas Stephen holds a 2017 - 2017 Indian Institute of Management Ahmedabad. With a robust skill set that includes Wealth Management, Private Banking, Portfolio Management, Equities, Mutual Funds and more. Thomas Stephen has 2 emails and 4 mobile phone numbers on RocketReach.
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