Noah Thomas

Noah Thomas Email and Phone Number

Financial Advisor @ California Financial Advisors
Danville, CA, US
Noah Thomas's Location
Danville, California, United States, United States
About Noah Thomas

Noah Thomas is a Financial Advisor at California Financial Advisors.

Noah Thomas's Current Company Details
California Financial Advisors

California Financial Advisors

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Financial Advisor
Danville, CA, US
Noah Thomas Work Experience Details
  • California Financial Advisors
    Financial Advisor
    California Financial Advisors
    Danville, Ca, Us
  • Fisher And Wiens Wealth Management
    Financial Analyst Internship
    Fisher And Wiens Wealth Management May 2024 - Jul 2024
    Danville, California, United States
    - Analyzed client strategic portfolio allocation for risk management along with analyzing individual investment holdings for risk adjusted performance- Lead research into how advisory firms are using AI in their practices and if advisors can benefit their clients from AI- Participated in client reviews and asses the conversation for key takeaways to ensure clients were being fully cared for- In-depth studied financial planning concepts such as debt reduction, budgeting, retirement investment savings rates, income calculations, etc.
  • I Can Do That! Performing Arts Center
    Financial Analyst Internship
    I Can Do That! Performing Arts Center May 2024 - Jul 2024
    Danville, California, United States
    - Managed non-profit finances- Budgeted, proposed and designed financial planning documents- Developed master budget- Assisted created product line pricings and adjustments
  • United States Cancer Management Corporation
    Finance Intern
    United States Cancer Management Corporation May 2023 - Aug 2023
    Alamo, California, United States
    Reported directly to CFO. Responsible for daily operation finance management as well as FP&A- Growth/Expansion Research and Modeling- Redesign & digitizing online forms for patient data capture- Assistance with budgetary planning- Help streamline and perform payroll, expense management and AP & AR processing- Create and maintain key financial statements and reports utilizing Quickbooks- Research and assess potential new hires including doctors, nurses, and specialists- Collect, consolidate and report on patient satisfaction

Noah Thomas Education Details

Frequently Asked Questions about Noah Thomas

What company does Noah Thomas work for?

Noah Thomas works for California Financial Advisors

What is Noah Thomas's role at the current company?

Noah Thomas's current role is Financial Advisor.

What schools did Noah Thomas attend?

Noah Thomas attended University Of San Diego, Grand Canyon University.

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