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Mickey Thomas is listed as Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting at Principal Financial Group, based in Cornelius, North Carolina, United States. AeroLeads shows a work email signal at bellsouth.net and a matched LinkedIn profile for Mickey Thomas.
Mickey Thomas previously worked as Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting and Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting. Mickey Thomas holds Master Of Science - Ms, Recreation Administration from University Of Tennessee, Knoxville.
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AeroLeads found 1 current-domain work email signal for Mickey Thomas. Compare company email patterns before reaching out.
Mickey Thomas is a Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting at Principal Financial Group. He possess expertise in sep and simple iras, business continuation strategies, business overhead expense, buy sell agreements, buy sell review and 24 more skills. Colleagues describe him as "Great to work with, and very proactive!", "Mickey is a hard-working, dedicated team player who effectively balances competing priorities of his stakeholders. He welcomes a challenge and develops innovative strategies to meet and overcome those challenges.", and "Mickey is an experienced financial advisor who listens to customer needs and works toward solutions that empower the customer to make excellent financial decisions. I have entrusted my funds with him for many years and recommend his talents highly."
Listed skills include Sep And Simple Iras, Business Continuation Strategies, Business Overhead Expense, Buy Sell Agreements, and 25 others.
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We specialize in Medical and Ancillary Benefits Consulting for Companies, Medical Practices, Non-Profit Organizations, Trade Organizations and Institutions of Higher Education.
Universitas Financial Services specializes in working with institutions of higher learning and not-for-profit organizations to provide financial services for senior leadership, retirement plan consulting, group benefits for employees (including adjunct and part-time employees), insurance consulting for planned giving offices, as well as providing consulting services for businesses and their owners.
Des Moines, Iowa, Us
Senior Financial Specialist working with Business Owners, Professional Practices, Higher Education Leadership, Not-for-Profits, and Organizational Human Resource Managers to provide group benefits, income protection, exit planning strategies, retirement plan consulting, insurance benchmarking, and non-qualified deferred comp plans.
New York, Ny, Us
Director of Institutional Relationships - Direct Segment. Led 10-12 seasoned Relationship Managers responsible for managing the relationships of over 625 institutional retirement plan clients, with assets between $10-40 mm in each plan. Completely revamped the business and service model for RM's, hired and trained territorial RM's. Provided sales training, client relationship training, resolved client issues, developed internal and external relationships.Exceeded Scorecard goals in business development, retention asset gathering, client satisfaction, and operational efficiency.
Relationship Manager for a Wealth Management team advising $350 million in client assets and $200 million in institutional retirement plan assets which requires strong project management, relationship management, client education, and influencing skills.Provides investment advice, asset allocation models, financial planning, and reviews for current and prospective clients and institutions.Facilitates cross-selling opportunities for clients and institutions using SMA's, mutual funds, ETF's, alternative investments, annuities, life insurance, and retirement plans to drive sales, profits, and market share.Experience in strategic planning, marketing, cross functional activities, networking, stewarding client/prospect through sales cycle, client development and service. Davidson Wealth Management was named as one of the Barron's Top 1000 Wealth Managers in the U.S. for 2008 and 2009. Additionally, the group was named one of the 8 Best Wealth Managers in North Carolina for 2009 by Barron's.
New York, Ny, Us
Advisor for public companies on their retirement and 529 plans.Relationship building and cultivation of COI's, senior management, investment committees, outside consultants, outside money managers, and other vendors.Managed a book of retail investment clients, providing financial planning, customer service, investment options and asset allocations and provided retail and institutional client service.Client and prospect event planning and management such as seminars, information sessions, conference calls, outside speakers and vendor shows.
San Francisco, California, Us
Started investment business as a new advisor. Led company in new account opening for 1991.Marketed services through media, seminars, trade shows, cold calls, COI's, and referrals from clients and other professionals.Grew investment business from $0 to $88 million in seven years with retail and institutional clients.Gained product knowledge in SMA's, mutual funds, insurance, annuities, and equity and fixed income investments.
Charlotte, North Carolina, Us
Directed aggressive and creative marketing campaigns to bring new members into brand new YMCA facility using public relations organizations, radio, TV, print advertising, prospect events, and corporate events. Increased community awareness and community relations, led grant programs, responsible for employee communications and giving programs, managed philanthropic activities, worked with senior executives to accomplish corporate objectives. Increased membership from less than fifty members to 3,700 members within three years.Developed and trained board and committee members, recruited and supervised volunteers and staff.Initiated strategic membership and development plan. Reached goal of raising $100k for scholarships within three years. Instituted a member customer service plan as well as an employee recognition plan.Managed volunteer campaigns with over 200 volunteers. Managed, trained, and set goals for a staff of over thirty employees. Led YMCA customer service initiatives and participated in Walt Disney World Customer Service Training modules.
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Mickey Thomas works for Principal Financial Group.
Mickey Thomas is listed as Managing Director of Affinity Programs at Preferred Care Management, Group Benefits Consulting at Principal Financial Group.
AeroLeads has found 1 work email signal at @bellsouth.net for Mickey Thomas at Principal Financial Group.
Mickey Thomas is based in Cornelius, North Carolina, United States while working with Principal Financial Group.
Mickey Thomas has worked for Preferred Care Management, Group Benefits Consulting, Universitas Financial Services, Principal Financial Group, Tiaa-Cref, and Wells Fargo Advisors.
You can use AeroLeads to view verified contact signals for Mickey Thomas at Principal Financial Group, including work email, phone, and LinkedIn data when available.
Mickey Thomas holds Master Of Science - Ms, Recreation Administration from University Of Tennessee, Knoxville.
Mickey Thomas is listed with skills including Sep And Simple Iras, Business Continuation Strategies, Business Overhead Expense, Buy Sell Agreements, Buy Sell Review, Charitable Giving, Deferred Compensation Plans, and Dental Insurance.
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