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
- 2025 -now Performance Manager @
- 2019 -2025 Market Leader @
- 2013 -2019 Financial Advisor @
- 2011 -2012 Financial Advisor @
Thomas Whitlock Education
- Fairfield University
Bachelor of Science (Finance)
2008-2012 - Thomas S Wootton High School
Thomas Whitlock Skills
- Microsoft Office
- Financial Analysis
- Finance
- Investment Strategies
- Bloomberg Terminal
- Wealth Management
- Fixed Income
- Series 66
- Alternative Investments
- Outlook
- Asset Management
- Microsoft Word
- Bloomberg
- Valuation
- PowerPoint
- Mutual Funds
- Microsoft Excel
- Customer Service
- Insurance
- Retirement Planning
- Research
- Social Networking
- Technical Support
- Financial Modeling
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Series 7
- Investments
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 Microsoft Office, Financial Analysis, Finance, Investment Strategies, Bloomberg Terminal and more. Thomas Whitlock has 1 emails and 2 mobile phone numbers on RocketReach.
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