Tom Threlfall's Location
New York, NY, US
Tom Threlfall's Work
Tom Threlfall's Education
CFP Board
CFP; Certified Financial Planner (Financial Planning)
2016 - 2017
University of Delaware - Lerner College of Business and Economics
BS (Finance and Economics)
2005 - 2009
University of Pennsylvania - The Wharton School
(Certified Investment Management Analyst (CIMA))
Tom Threlfall's Skills
Tom Threlfall's Summary
Tom Threlfall, based in New York, NY, US, is currently a Vice President; Financial Advisor; Senior Portfolio Manager at Morgan Stanley, bringing experience from previous roles at Merrill Lynch and Bank of America. Tom Threlfall holds a 2016 - 2017 CFP; Certified Financial Planner in Financial Planning @ CFP Board. With a robust skill set that includes Series 7, Life Insurance, 401k, Retirement Planning, Risk Management and more, Tom Threlfall contributes valuable insights to the industry. Tom Threlfall has 1 email on RocketReach.