Thomas Machado
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Thomas Machado Email & Phone Number

Financial Analyst at Fisher Investments
Location: San Francisco Bay Area, United States, United States 4 work roles 1 school
1 work email found @fisherinvestments.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email t****@fisherinvestments.com
LinkedIn Profile matched
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Current company
Fisher Investments
Role
Financial Analyst
Location
San Francisco Bay Area, United States, United States
Company size
2996 employees

Who is Thomas Machado? Overview

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Quick answer

Thomas Machado is listed as Financial Analyst at Fisher Investments, a company with 2996 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Thomas Machado.

Thomas Machado previously worked as Investment Consultant at Fisher Investments and Financial Advisor at Merrill Lynch. Thomas Machado holds Bachelor'S Degree, Business And Accounting from University Of Phoenix.

Company email context

Email format at Fisher Investments

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{first_initial}{last}@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Thomas Machado. Compare company email patterns before reaching out.

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Profile bio

About Thomas Machado

Progressive, analytical, and client-centric professional with expertise in financial planning, risk management, and business development. Experienced as an accomplished Financial Advisor, successfully following the markets and guiding clients on ways to enhance their assets. Strengths include quickly building authentic relationships with internal team members and clients.

Current workplace

Thomas Machado's current company

Company context helps verify the profile and gives searchers a useful next step.

Fisher Investments
Fisher Investments
Financial Analyst
camas, washington, united states
Website
fisherinvestments.com
Employees
2996
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Company profile
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4 roles · 19 years

Thomas Machado work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Merrill Lynch

San Jose, CA

  • Generated customized reports and charts for clients as needed based on their personal assets; reviewed with them regularly and provided recommendations to support their financial goals
  • Increased professional client base and portfolio from $10M to $20M through cold calling, networking, and building relationships in the market
  • Presented the collective book of business quarterly to senior leadership; shared client growth, production revenue, assets and new ideas for strategic opportunities
  • Implemented financial plans and timelines for clients to create alternative ways in improving their finances
2016 - 2019 ~3 yrs

Relationship Manager

Bank Of America

Cupertino, CA

  • Guided current and potential clients on their financial decisions; trained existing bankers on effective techniques and best practices in financial advising
  • Conducted audits in the financial documents for the clients to ensure accuracy in the statements and accounts
  • Built strong relationships with clients; discovered financial needs and goal through effective questioning
  • Recognized for the Top Sales and Service Award presented by the Bank of America leadership team
2015 - 2016 ~1 yr

Route Sales Representative

Frito Lay

San Jose, CA

  • Developed and executed strategies to increase sales for the region based on the analysis of market activity
  • Built strong relationships with clients to meet and exceed sales goals, and generate referrals and potential leads
  • Collaborated with colleagues to devise new ideas for revenue growth; increased sales by three percent annually
  • Recognized for the Herman W. Lay Award in 2013
2007 - 2015 ~8 yrs
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →

ER Erik Renaud Erik Renaud Colleague at Fisher Investments San Francisco Bay Area, United States View → MH Mark Hohman Mark Hohman Colleague at Fisher Investments Vancouver, Washington, United States, United States View → JS Jim Smolinski Jim Smolinski Colleague at Fisher Investments Burlingame, California, United States, United States View → AL Amanda Leung Amanda Leung Colleague at Fisher Investments Vancouver, Washington, United States, United States View → SM Safi Mansuri Safi Mansuri Colleague at Fisher Investments Una, Gujarat, India, India View → HH Hayden Hutton, Mba Hayden Hutton, Mba Colleague at Fisher Investments Vancouver, Washington, United States, United States View → JB Joel Brown, Crpc® Joel Brown, Crpc® Colleague at Fisher Investments Plano, Texas, United States, United States View → MS Monica Scoville Monica Scoville Colleague at Fisher Investments Vancouver, Washington, United States, United States View → TK Theron Kramer Theron Kramer Colleague at Fisher Investments Vancouver, Washington, United States, United States View → DM Doug Mckinney Doug Mckinney Colleague at Fisher Investments Vancouver, Washington, United States, United States View →
1 education record

Thomas Machado education

FAQ

Frequently asked questions about Thomas Machado

Quick answers generated from the profile data available on this page.

What company does Thomas Machado work for?

Thomas Machado works for Fisher Investments.

What is Thomas Machado's role at Fisher Investments?

Thomas Machado is listed as Financial Analyst at Fisher Investments.

What is Thomas Machado's email address?

AeroLeads has found 1 work email signal at @fisherinvestments.com for Thomas Machado at Fisher Investments.

Where is Thomas Machado based?

Thomas Machado is based in San Francisco Bay Area, United States, United States while working with Fisher Investments.

What companies has Thomas Machado worked for?

Thomas Machado has worked for Fisher Investments, Merrill Lynch, Bank Of America, and Frito Lay.

Who are Thomas Machado's colleagues at Fisher Investments?

Thomas Machado's colleagues at Fisher Investments include Erik Renaud, Mark Hohman, Jim Smolinski, Amanda Leung, and Safi Mansuri.

How can I contact Thomas Machado?

You can use AeroLeads to view verified contact signals for Thomas Machado at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Thomas Machado attend?

Thomas Machado holds Bachelor'S Degree, Business And Accounting from University Of Phoenix.

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