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
- 2025 -now Director of Client Development @
- 2023 -2025 Vice President - Senior Financial Advisor - Client Success Advisor - Private Client Group @
- 2021 -2023 Vice President - Senior Financial Advisor - Client Success Advisor @
- 2020 -2021 Client Resolution Analyst @
- 2018 -2020 Investment Counselor Group Manager @
- 2013 -2018 Investment Counselor @
- 2013 -2013 Business Development Consultant @ JUICEBOX
- 2012 -2012 Investment and Compliance Analyst Assistant (Internship) @
- 2011 -2011 Licensed Assistant Financial Advisor @
- 2008 -2010 Regional Private Banker @
- 2006 -2008 Premier Banker @
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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