Retirement Planning Consultant
Feb 2021 - Sep 2022
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Bertrand Thomas Email & Phone Number
Retirement Planning Consultant
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✓ Verified August 2026
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Role
Retirement Planning Consultant
Location
New York City Metropolitan Area, United States
Who is Bertrand Thomas? Overview
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Quick answer
Bertrand Thomas is listed as Retirement Planning Consultant based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Bertrand Thomas.
Bertrand Thomas previously worked as Retirement Planning Consultant at Transamerica and Retirement Specialist at New York State Deferred Compensation. Bertrand Thomas holds Bachelor'S Degree, Finance, General from Baruch College.
Profile bio
About Bertrand Thomas
Experienced Retirement Specialist with a demonstrated history of working in the financial services industry. Holds Series 7, 63 & 65 Licenses and CRPC. Skilled in Microsoft Word, Banking, Project Management, Risk Management, and Microsoft Excel. Strong finance professional with a Bachelor's degree focused in Finance, General from Baruch College.
4 roles
Bertrand Thomas work experience
A career timeline built from the work history available for this profile.
Retirement Specialist
New York State Deferred Compensation
Jul 2012 - Jan 2021
Sales
N
Jul 2012 - 2013
Personal Banker
Mar 2010 - Jun 2012
1 education record
Bertrand Thomas education
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What is Bertrand Thomas's role at their current company?
Bertrand Thomas is listed as Retirement Planning Consultant.
Where is Bertrand Thomas based?
Bertrand Thomas is based in New York City Metropolitan Area, United States.
What companies has Bertrand Thomas worked for?
Bertrand Thomas has worked for Transamerica, New York State Deferred Compensation, N, and Chase.
How can I contact Bertrand Thomas?
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What schools did Bertrand Thomas attend?
Bertrand Thomas holds Bachelor'S Degree, Finance, General from Baruch College.
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