Jeff Thomas Email & Phone Number

Fountain Valley, California, Us

The 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.

Sandy, Utah, Us

As 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.

Jersey City, Nj, Us

Vice 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.

Austin, Tx

Managed 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.

New York, Ny, Us

Marketed 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.

Tustin, California, Us

In 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.

New York, Ny, Us

Pioneered 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.

Juris Doctorate, Law

Bachelor Of Arts (B.A.), Political Science And Government