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
- Financial Advisor | Coordinating Wealth, Tax and Estate Planning for Santa Barbara Families @ (January 2023 - Present)
- Co-Founder, COO and CCO @ (September 2022 - Present)
- Financial Advisor @ (June 2020 - September 2021)
- Financial Advisor @ (December 2018 - December 2022)
- Financial Advisor @ Hoey Investments, Inc. (April 2018 - May 2022)
- Fi Ops Guide @ (August 2015 - December 2022)
- Consultant @ (March 2015 - August 2015)
- Financial Coach, Squash Coach, Yoga Teacher @ (February 2009 - December 2022)
- Managed Account Product Consultant @ Consultant (September 2006 - February 2009)
- Tree Planting Project Manager @ ERTHNXT (January 2005 - May 2006)
- Director of Service and Operations @ Lockwood, a service of Pershing/Bank of New York Securities (March 2000 - June 2006)
- Specialist Clerk @ Lyden, Dolan, Nick &Co (July 1993 - June 1997)
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 Members' Wealth, Wealthcare Advisory Partners LLC, Integrative Investing 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
Santa Barbara, CA, US
Dane Czaplicki
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Philadelphia, PA, US
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Director of Client Experience
Philadelphia, PA, US
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