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Thomas B

Financial Services Professional

Occupation:

Financial Specialist

Location:

Cary, NC

Education Level:

Master

Will Relocate:

YES

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 7/2003 - Present
PPD Development (Confidential) 2/1999 - 7/2002
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SCHOOL MAJOR YEAR DEGREE

Campbell University Trust & Investment Management 2003 Master Degree
Campbell University Business Administration 2002 Bachelor Degree
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Highlights:

Successful client & sales experiences coupled with highly productive experience as an investment analyst

Companies I like:

Watson Wyatt, Callan, Cambridge, Mercer, LCG Associates

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My primary responsibility is to provide investment consulting on an ongoing basis to institutional clients historically focusing on qualified retirement plans. The scope includes all aspects from Plan design, to investment policy, asset allocation and investment manager due diligence. A secondary focus is on pursuing new client relationships.
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