Financial Advisor @ PNC Investments (January 2014 - November 2015)
Financial Advisor @ (November 2011 - August 2012)
Financial Advisor @ (October 2009 - July 2011)
Wealth Management Specialist @ (October 1996 - January 2006)
Thomas Sweeney Education
West Virginia University
Bachelor of Science - BS (Business/Finance)
1987-1992
Bishop Donahue High School 1983-1987
Thomas Sweeney Skills
401(k) Retirement Savings Plans
Asset Allocation
Customer Service
Equities
Finance
Financial Advisory
Financial Planning
Financial Services
Fixed Annuities
Fixed Income
IRAs
Independent Financial Advice
Insurance
Investment Advisory
Investment Strategies
Investments
Lead Development
Leadership
Life Insurance
Long-term Care
Management
Mutual Funds
Portfolio Strategies
Referrals
Retirement Planning
Risk Assessment
Sales
Sales Management
Securities
Series 63
Series 7
Small Business
Strategic Planning
Strategy
Training
Wealth Strategies
Thomas Sweeney Summary
Thomas Sweeney, based in Pittsville, MD, US, is currently a President at Rotary International. Thomas Sweeney brings experience from previous roles at TS Wealth Advisors, LPL Financial, Edward Jones and Coastal Wealth Management. Thomas Sweeney holds a 1987 - 1992 Bachelor of Science - BS in Business/Finance @ West Virginia University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Allocation, Customer Service, Equities, Finance and more. Thomas Sweeney has 1 emails and 1 mobile phone numbers on RocketReach.
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