Tim Thomas Email & Phone Number
Co-Founder, COO and CCO @ Members' Wealth
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Tim Thomas Location
- Santa Barbara, CA, US
Tim Thomas Work
- 2022 -now Co-Founder, COO and CCO @
- 2018 -2022 Financial Advisor @ Integrative Investing
- 2015 -2022 Fi Ops Guide @ Integrative Investing
- 2009 -2022 Financial Coach, Squash Coach, Yoga Teacher @
- 2018 -2022 Financial Advisor @ Hoey Investments, Inc.
- 2020 -2021 Financial Advisor @
- 2015 -2015 Consultant @ Wheelhouse Analytics
- 2006 -2009 Managed Account Product Consultant @ Consultant
- 2000 -2006 Director of Service and Operations @ Lockwood, a service of Pershing/Bank of New York Securities
- 2005 -2006 Tree Planting Project Manager @ ERTHNXT
- 1993 -1997 Specialist Clerk @ Lyden, Dolan, Nick &Co
Tim Thomas Education
- Fordham University
Bachelor's degree (Mathematics and Computer Science)
1988-1992
Tim Thomas Skills
- Leadership
- Team Building
- Consulting
- Social Media
- Public Speaking
- Teaching
- Investments
- Business Development
- Positive Psychology
- Strategic Planning
- Strategy
- Wealth Management
- Equities
- Mutual Funds
- Microsoft Word
- Entrepreneurship
- Yoga Instruction
- Program Management
- Marketing
- Asset Management
- Nonprofits
- Change Management
- Training
- Customer Service
- Business Strategy
- Management
- Product Development
- Project Management
- Coaching
- Nutritional Counseling
- Securities
- Mindfulness
Tim Thomas Summary
- Tim Thomas, based in Santa Barbara, CA, US, is currently a Co-Founder, COO and CCO at Members' Wealth. Tim Thomas brings experience from previous roles at Integrative Investing, Self-Employed and Hoey Investments, Inc.. Tim Thomas holds a 1988 - 1992 Bachelor's degree in Mathematics and Computer Science @ Fordham University. With a robust skill set that includes Leadership, Team Building, Consulting, Social Media, Public Speaking and more. Tim Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Members' Wealth Employees
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Co-Founder, COO and CCO
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Philadelphia, PA, US
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