Tom Threlfall's Location
New York, New York, United States
Tom Threlfall's Work
- Vice President; Financial Advisor; Senior Portfolio Manager @ Morgan Stanley
- Vice President; Wealth Management Advisor; Portfolio Manager @ Merrill Lynch
- Officer, Project Analyst @ Merrill Lynch
- Senior Account Manager II @ Bank of America
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 Summary
Tom Threlfall, based in New York, New York, United States, 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. Tom Threlfall has 1 email on RocketReach.
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