Thomas Walker Email & Phone Number
Director of Client Development @ Earned Wealth
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Thomas Walker Location
- Los Angeles, CA, US
Thomas Walker Work
- Director of Client Development @ (October 2025 - Present)
- Vice President - Senior Financial Advisor - Client Success Advisor - Private Client Group @ (February 2023 - July 2025)
- Vice President - Senior Financial Advisor - Client Success Advisor @ (October 2021 - February 2023)
- Client Resolution Analyst @ (July 2020 - October 2021)
- Investment Counselor Group Manager @ (February 2018 - June 2020)
- Investment Counselor @ (July 2013 - February 2018)
- Business Development Consultant @ JUICEBOX (February 2013 - June 2013)
- Investment and Compliance Analyst Assistant (Internship) @ (June 2012 - August 2012)
- Licensed Assistant Financial Advisor @ (March 2011 - September 2011)
- Regional Private Banker @ (April 2008 - December 2010)
- Premier Banker @ (January 2006 - April 2008)
Thomas Walker Education
- Portland State University
Master of Business Administration (Finance & Entrepreneurship)
2011-2013 - UC Santa Barbara
Bachelor of Arts (Film Studies)
2003-2005
Thomas Walker Skills
- Series 7
- Insurance
- Investments
- Credit
- Banking
- Asset Allocation
- Relationship Management
- Series 66
- Wealth Management
- Retirement Planning
- Loans
- Private Banking
- Mergers & Acquisitions
- Project Planning
- Business Strategy
- Financial Analysis
- Finance
- Mutual Funds
- Portfolio Management
- Profit
- Union
- Mergers and Acquisitions
Thomas Walker Summary
- Thomas Walker, based in Los Angeles, CA, US, is currently a Director of Client Development at Earned. Thomas Walker brings experience from previous roles at Empower, Personal Capital and Fisher Investments. Thomas Walker holds a 2011 - 2013 Master of Business Administration in Finance & Entrepreneurship @ Portland State University. With a robust skill set that includes Series 7, Insurance, Investments, Credit, Banking and more. Thomas Walker has 1 emails and 5 mobile phone numbers on RocketReach.
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