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Tom Currie Location
Albany, NY, US
Tom Currie Work
Vice President @ (January 2017 - Present)
Senior Financial Planner @ (July 2011 - December 2016)
Financial Planner @ (September 2007 - June 2011)
Consultant @ Blue Slate Solutions (January 2004 - January 2006)
Tom Currie Education
Union University-Albany Law School
MBA
2002-2004
Fairfield University
BS (Marketing/Economics)
1994-1998
Tom Currie Skills
Estate Planning
Bonds
Insurance
Retirement Planning
Portfolio Management
Financial Modeling
Investments
Relationship Management
Investment Advisory
Asset Allocation
Wealth Management
Life Insurance
Mutual Funds
Strategic Financial Planning
High Net Worth Individuals
Investment Strategies
Asset Management
Trusts
Retirement
Series 7
Securities
Tom Currie Summary
Tom Currie, based in Albany, NY, US, is currently a Vice President at Goldman Sachs Ayco Personal Financial Management. Tom Currie brings experience from previous roles at Ayco, a Goldman Sachs Company and Blue Slate Solutions. Tom Currie holds a 2002 - 2004 MBA @ Union University-Albany Law School. With a robust skill set that includes Estate Planning, Bonds, Insurance, Retirement Planning, Portfolio Management and more. Tom Currie has 2 emails and 1 mobile phone numbers on RocketReach.
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