John Thoe

John Thoe Email and Phone Number

Director at Equities First Holdings @ Equities First Holdings
John Thoe's Location
Indianapolis, Indiana, United States, United States
John Thoe's Contact Details

John Thoe work email

John Thoe personal email

About John Thoe

I help businesses and high-net-worth individuals access capital.Through Equities First's lending solution, companies and individuals with highly concentrated positions in publicly traded stocks and cryptocurrencies can access liquidity confidently, securely, and quickly without sacrificing long term economic benefit.Our goal is to deliver our borrowers a higher level of lending, and as a partner of choice, empower them to reach their goals. Equities First transactions offer attractive terms, a straightforward process, and the peace of mind that comes with choosing a trusted partner with experience.Specialties: Underwriting, Stock Market Analysis, Alternative Finance

John Thoe's Current Company Details
Equities First Holdings

Equities First Holdings

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Director at Equities First Holdings
John Thoe Work Experience Details
  • Equities First Holdings
    Director
    Equities First Holdings Apr 2014 - Present
    Indianapolis, In, Us
    Equities First empowers businesses and high net worth individuals by swiftly providing capital against publicly traded stocks to help them meet their personal and professional goals. Equities First offers a higher level of lending to its borrowers and strives to be the global leader in securities-based financing. At Equities First, I am responsible for transaction development and underwriting for all United States, Europe, and Australia-based financing facilities. I also serve as customer service and support to ensure all borrower questions are answered and needs are met.
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  • Morgan Stanley Wealth Management
    Registered Associate
    Morgan Stanley Wealth Management Jan 2011 - Mar 2014
    New York, Ny, Us
    In my role at Morgan Stanley, I was responsible for the development of key relationships among private wealth management clients. My area of focus consisted of 12 financial advisers who managed more than $1.5 billion in total assets.
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John Thoe Skills

Investments Series 7 Series 63 Wealth Management Securities Series 65 Finra Uniform Combined State Law Mutual Funds Asset Allocation Series 3

John Thoe Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Economics
  • Institute Of Shipboard Education
    Institute Of Shipboard Education

Frequently Asked Questions about John Thoe

What company does John Thoe work for?

John Thoe works for Equities First Holdings

What is John Thoe's role at the current company?

John Thoe's current role is Director at Equities First Holdings.

What is John Thoe's email address?

John Thoe's email address is er****@****ail.com

What schools did John Thoe attend?

John Thoe attended Indiana University Bloomington, Institute Of Shipboard Education.

What skills is John Thoe known for?

John Thoe has skills like Investments, Series 7, Series 63, Wealth Management, Securities, Series 65, Finra, Uniform Combined State Law, Mutual Funds, Asset Allocation, Series 3.

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