Guy H. Thomas Mba, Msfm, Chfc®, Iar Email & Phone Number

Tampa, Fl, Us

Tampa, Florida, United States

Tampa, Florida, United States

Tampa, Florida, United States

Commercial Real Estate Advisor at eXp Commercial Tampa, FL

Tampa, Florida, United States

Tampa, Fl

Directly responsible for plan sponsor relationships for Government Retirement Plans in 7-South Central States with over $1.0 billion in assets. Serves, as the direct liaison between the Plan Sponsor and the internal Mass Mutual Retirement Services organization to solve problems, provide information and support client's needs.Selected Accomplishments:95% Client retention rate within territory.2019 President’s Club Conference Qualifier2015 President’s Club Conference Qualifier

Bloomfield Hills, Mi

Directly responsible for plan sponsor relationships for Government and Tax Exempt Employee Retirement Plans in 7 Mid-West States with over $1.9 billion in assets. Serves, as the direct liaison between the Plan Sponsor and the internal Retirement Plans Group organization to solve problems, provide information and support client's needs.Develop relationships within the community; keep abreast of the competition, its clients and products. Provide fee disclosures, revenue sharing, pricing reviews and compliance updates to Plan Sponsors.Introduce new product enhancements and services.Review employee participation, demographics and diversification. Conduct annual plan design reviews. Train Independent Financial Advisors on all aspects of governmental defined contribution plans. Selected Accomplishments:Named Relationship Manager of the Year in 2003, 2005, 2010, 2011 and 2012.95% Client retention rate within territory.

Accountable for all Sales and Marketing activities for three (3) Mid-Atlantic States. Responsible for the management of 19 Public Employee Deferred Compensation (457) Plans with over $88 million in assets. Developed relationships and trained clients in the 457-plan arena. Selected Accomplishments:Promoted to Regional Manager for the Mid-West Region in December 2002.Integral in establishing new partnerships which resulted in growing an account to the second largest in the Philadelphia Regional Office with $25 million in assets and 45% penetration rate.Promoted to Senior Account Representative in 2000.Trained a new Account Representative in 1999.Involved in the acquisition of fourteen new Deferred Compensation Plans. 1994 Honors Conference Qualifier.

Licensed to sell and service: Life, health, and annuities. Conducted financial needs analysis for clients and prospects. Provided advice and solutions for financial protection, retirement is planning, college funding, and estate planning.

Licensed to sell and service: Life, health, and annuities. Conducted financial needs analysis for clients and prospects. Provided advice and solutions for financial protection, retirement is planning, college funding, and estate planning.

Ccim Designation

Charted Financial Consultant, Financial Planning And Services

Certificate Of Financial Plannning, Financial Planning And Services

Ms, Financial Management, 3.0 Gpa

Masters, Business Administration, 3.0 Gpa