Tim Thomas Email & Phone Number
Family Wealth Strategist | Coordinating Wealth, Tax and Estate Planning for Families @ Members' Wealth
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Tim Thomas Location
- Santa Barbara, CA, US
Tim Thomas Work
- Family Wealth Strategist | Coordinating Wealth, Tax and Estate Planning for Families @ (January 2023 - Present)
- Co-Founder, COO and CCO @ (September 2022 - Present)
- Financial Advisor @ Integrative Investing (December 2018 - December 2022)
- Fi Ops Guide @ Integrative Investing (August 2015 - December 2022)
- Financial Coach, Squash Coach, Yoga Teacher @ Self-Employed (February 2009 - December 2022)
- Financial Advisor @ Hoey Investments, Inc. (April 2018 - May 2022)
- Financial Advisor @ (June 2020 - September 2021)
- Consultant @ Wheelhouse Analytics (March 2015 - August 2015)
- Managed Account Product Consultant @ Consultant (September 2006 - February 2009)
- Director of Service and Operations @ Lockwood, a service of Pershing/Bank of New York Securities (March 2000 - June 2006)
- Tree Planting Project Manager @ ERTHNXT (January 2005 - May 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
- Asset Management
- Business Development
- Business Strategy
- Change Management
- Coaching
- Consulting
- Customer Service
- Entrepreneurship
- Equities
- Investments
- Leadership
- Management
- Mindfulness
- Mutual Funds
- Nonprofits
- Nutritional Counseling
- Positive Psychology
- Product Development
- Program Management
- Project Management
- Public Speaking
- Securities
- Social Media
- Strategic Planning
- Strategy
- Team Building
- Training
- Wealth Management
- Yoga Instruction
- Teaching
- Microsoft Word
- Marketing
Tim Thomas Summary
- Tim Thomas, based in Santa Barbara, CA, US, is currently a Family Wealth Strategist | Coordinating Wealth, Tax and Estate Planning for Families at Members' Wealth. Tim Thomas brings experience from previous roles at Members' Wealth, Integrative Investing and Self-Employed. Tim Thomas holds a 1988 - 1992 Bachelor's degree in Mathematics and Computer Science @ Fordham University. With a robust skill set that includes Asset Management, Business Development, Business Strategy, Change Management, Coaching and more. Tim Thomas has 2 emails and 1 mobile phone numbers on RocketReach.
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