Jeff Thomas Email and Phone Number
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At the Municipal Water District of Orange County, our governance strategies are crucial in securing water reliability and facilitating emergency preparedness. With a focus on legislative advocacy and public information, our team has become a respected authority in water management. We are dedicated to exceptional service and building robust community partnerships.Leveraging my competencies in asset liability management and fostering inclusivity, I have driven stakeholder engagement and operational enhancements. My role embodies a commitment to deliver value to the regions we serve and to uphold the principles of sound planning and investment in our water infrastructure and resources.
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Director- Board Of DirectorsMunicipal Water District Of Orange County Aug 2009 - PresentFountain Valley, California, UsThe Municipal Water District of Orange County (MWDOC) is a wholesale water supplier and resource planning agency. Our efforts focus on sound planning and appropriate investments in water supply development, water use efficiency, public information, legislative advocacy, water education, and emergency preparedness. While we serve Orange County through 28 retail water agencies. I am currently elected to represent Division 6, which includes Irvine Ranch Water District, Santa Margarita Water District, Trabuco Canyon Water District, and the City of Tustin.
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Director- Board Of DirectorsSunwest Bank Jan 2010 - Jul 2016Sandy, Utah, UsAs one of the fastest growing Community Banks, Sunwest Bank continually strives to deliver progressive banking solutions and products to meet our clients’ needs. We offer a wide range of financial products to individuals, professionals, homeowners’ associations and small- to mid-sized businesses. Our solution-driven, relationship-based approach provides accessibility to decision makers and enhances value through strong partnerships with our clients.I also serve on the the ALCO and CRA committees. -
Vice President-Western RegionHgk Asset Management, Inc. Aug 2011 - Mar 2014Jersey City, Nj, UsVice President, Western Regional DirectorProvided coverage of mid and large Pensions, Foundations, Consultants, RIA’s, and Financial Advisor platform channels. Representative list of clients includes public and corporate pension funds foundations, hospitals, insurance companies, Taft-Hartley and high net-worth individuals. Current SMA product mix is focused primarily on domestic and international large cap equities, and fixed income. Won mandates through Beacon Pointe Advisors, Canterbury Consulting, Citigroup Private Bank, Callan Associates, Wurts & Associates, Bel Air Investments, Arnerich Massina, Pension Consulting Alliance and Wilshire. Raised assets from Senior Institutional Financial Advisors and Consultants such as Graystone, Merrill Lynch PBIG, UBS, and Stifel Nicolaus. Initiated new business channel for HGK Asset Management with Hightower, Envestnet, and Wells Fargo Private Bank. -
Vp-Western Regional DirectorSage Advisory Services Jun 2008 - Jun 2011Austin, TxManaged a 13-state territory and raised over $500 million in taxable and non-taxable separately managed accounts. Clients included municipalities, college endowments, foundations, insurance companies, Native American entities, Taft-Hartley and high net-worth individuals. Specialized in separately managed accounts including short, intermediate and long-term fixed income and corporate cash management. Also marketed Liability Driven Investing programs and 5 Tactical ETF strategies. Top National Producer for 2009 and 2010, acquiring over $400 million in new assets. Incorporated LDI modeling for municipalities, insurance companies, foundations, and hospitals. Significant pipeline developed with non-profit organizations, insurance companies, and high-net-worth individuals. Grew managed assets from $285 million to over $500 million in 3 years. Institutional accounts averaged $18 million. -
Vp / Regional Director, Sales And Client ServicesMorgan Stanley Jan 2006 - Jun 2008New York, Ny, UsMarketed Morgan Stanley institutional products to plan sponsors, national and regional consultants, Financial Advisors, and regional Registered Investment Advisors. Clients included municipalities, universities and colleges, insurance companies, foundations, Native American entities, Taft-Hartley and high-net-worth individuals. Products included large-cap equity, fixed income, and international equity. Recruited to Affinity Investment Advisors in 2006 by CIO/CEO Greg Lai as Sales Director. In 18 months, helped build Affinity from $220 million to $505 million, resulting in the 2007 acquisition by Morgan Stanley. Consultants covered were Beacon Point Advisors, Maketa, Wurts Associates, Milliman, Callan, and Canterbury. Top Producer of 6 different regions for MSIM; achieved new asset sales goal of $25 million per month within 3 months. Assisted MSIM Regional Directors and wholesalers in new business development with seminars, meetings, and closing sales.Responsible for distributing separate accounts for Morgan Stanley and Van Kampen Management to financial advisors with Morgan Stanley, Smith Barney, Wachovia, and Merrill Lynch, as well as national pension consultants and regional RIAs. Products included large-cap equity, fixed income and international equity. -
Mayor/CouncilmanCity Of Tustin Apr 1992 - Nov 2004Tustin, California, UsIn a city with 77,000 residents I was elected to office three times. I worked in all facets of city government-land development, base closure, audit, budgeting, police and employee union contracts, federal and state negotiations, local and regional business development and community based programs.I founded the Tustin Community Foundation to give to the less fortunate.We balanced a $100 million plus budget, cut business fees, and did all of this without raising taxes. upon my recommendation we withdrew from the County Investment Pool, which saved us over $1million. -
Vp / Regional DirectorMorgan Stanley Aug 1989 - Aug 2001New York, Ny, UsPioneered Separately Managed Accounts in fixed income and cash management for a 14-state territory. Acquired and serviced over $2 billion in institutional fixed income SMA’s, representing over $3 million in fee business for a wide range of pension and non-profit consultants, financial advisors, and private and institutional clients. Developed new fee sharing programs for Salomon Smith Barney, Prudential Securities, Merrill Lynch and other industry leaders, generating over $700 million in new assets and $2 million in revenue. Institutional accounts averaged $22 million with $5 million minimum Clients included municipalities, colleges and universities, insurance companies, foundations, Native American entities, Taft-Hartley and high-net-worth individuals. • Gained a national reputation as a speaker on dedicated oversight of fixed income management, practice management, and client prospecting.• Specialized in separate customized managed accounts, from corporate cash and intermediate bonds to municipal bonds and high yield. • Recognized as the "Top West Coast Marketing Representative" by financial services industry for excellent sales and marketing skills.
Jeff Thomas Skills
Jeff Thomas Education Details
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Western State College Of LawLaw -
California State University, FullertonPolitical Science And Government
Frequently Asked Questions about Jeff Thomas
What company does Jeff Thomas work for?
Jeff Thomas works for Municipal Water District Of Orange County
What is Jeff Thomas's role at the current company?
Jeff Thomas's current role is Director- Board of Directors/Sales and Marketing.
What is Jeff Thomas's email address?
Jeff Thomas's email address is jm****@****ink.net
What is Jeff Thomas's direct phone number?
Jeff Thomas's direct phone number is +171435*****
What schools did Jeff Thomas attend?
Jeff Thomas attended Western State College Of Law, California State University, Fullerton.
What are some of Jeff Thomas's interests?
Jeff Thomas has interest in Writing, Politics, Education, Science And Technology, Health, Public Service, Non Profits.
What skills is Jeff Thomas known for?
Jeff Thomas has skills like Investments, Fixed Income, Equities, Financial Services, Asset Management, Mutual Funds, Investment Management, Etfs, Portfolio Management, Investment Strategies, Business Development, Management.
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