Thomas Whitlock Email & Phone Number
Performance Manager @ Bank of America Merrill Lynch
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Thomas Whitlock Location
- Washington, DC, US
Thomas Whitlock Work
- Performance Manager @ (February 2025 - Present)
- Market Leader @ (June 2019 - February 2025)
- Financial Advisor @ (April 2013 - June 2019)
- Financial Advisor @ (June 2011 - September 2012)
Thomas Whitlock Education
- Fairfield University
Bachelor of Science (Finance)
2008-2012 - Thomas Sprigg Wootton High School
Thomas Whitlock Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Bloomberg Terminal
- Finance
- Financial Analysis
- Financial Modeling
- Fixed Income
- Insurance
- Investment Strategies
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mutual Funds
- Outlook
- Portfolio Management
- PowerPoint
- Research
- Retirement Planning
- Series 10
- Series 66
- Series 7
- Series 9
- Social Media
- Social Networking
- Strategic Financial Planning
- Valuation
- Wealth Management
- Customer Service
- Technical Support
Thomas Whitlock Summary
- Thomas Whitlock, based in Washington, DC, US, is currently a Performance Manager at Bank of America Merrill Lynch. Thomas Whitlock brings experience from previous roles at Bank of America Merrill Lynch and Merrill Lynch. Thomas Whitlock holds a 2008 - 2012 Bachelor of Science in Finance @ Fairfield University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bloomberg Terminal and more. Thomas Whitlock has 1 emails and 2 mobile phone numbers on RocketReach.
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