Spencer Thomas, Cws® Email and Phone Number
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Spencer Thomas, Cws® phone numbers
Financial services leader with over 20 years of experience in Wealth Management, Retail Banking, Insurance Sales, and Mortgage. Increased areas of responsibility within the organizations, including sales management, strategic development, and implementation, change management and customer experience. Currently the Executive Vice President for First Veterans Mortgage (a DBA of Nationwide Mortgage Bankers) and Co-Owner of multiple property investment companies. Previously served in key strategic roles for Cannon Financial Institute, Bank of the West, and Wells Fargo, including wealth and investment roles in multiple geographic locations, and have served in various executive roles with other organizations as well.Personal NMLS720904Branch NMLS1709987Company NMLS3029Equal Housing Opportunitynmlsconsumeraccess.org
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Chief Executive OfficerJebs Investments LlcAtlanta, Ga, Us -
Vice PresidentThe Federal Savings Bank Sep 2024 - PresentChicago, Il, UsHappy to help with all of your residential lending needs! -
Chief Sales Officer (Cso)Future Form Housing May 2024 - PresentStuart, Florida, UsWe are changing the way homes are built! Looking for a stronger, eco-friendly way to build a home or ADU? Reach out to us and we can show you how to make that happen. -
Co-OwnerSweet Clover Lane Property Investments Sep 2023 - PresentWindsor, Colorado, UsWe help people that want to buy and own real estate but don’t have the time or experience to do it by themselves. -
ChairmanPatriot Property Investment Group Nov 2022 - PresentWe are a group of veterans and patriots that look for great opportunities to invest in this great country and earn a great return for us and our investors! Reach out to us if you have a good opportunity for us to review or if you want work with us.
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OwnerJebs Investments Llc Jun 2018 - PresentVariety of investments, real estate, jewelry, medical equipment. Specializing in growing wealth.
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Founder And CeoP. A.V. E. Jul 2017 - PresentAthens, Ga, UsHaving served in the Army Reserve, I realized that while our soldiers get excellent training on how to be soldiers, they do not always know who to turn to for things like financial, legal, benefits, taxes, etc... I believe that it is our duty, as Americans, to take care of those that are willing to give up their lives to keep us safe. I am also tired of seeing our veterans homeless, or impoverished just because they don't know who to turn to for help. I am not alone in these beliefs, and we have decided to use the technology of our time to help our veterans get connected with those professionals that can provide the advice/direction they need and help "P.A.V.E." the way forward. If you are willing to be on our list of "professional pavers," please let me know. We do not ask for money or physical donations, just for a little bit of your time and expertise. -
Evp First Veterans MortgageNationwide Mortgage Bankers, Inc. May 2023 - Sep 2024Melville, New York, Us -
Vice President Of Veteran SalesCrosscountry Mortgage, Llc Aug 2022 - May 2023Cleveland, Ohio, Us925 North Point Parkway Suite 150, Alpharetta, GA 30005 -
Co-Owner/Branch ManagerAmerican Mortgage Network Sep 2019 - Aug 2022UsMY NMLS ID 720904 AMNET ESOP NMLS ID 1833427 -
Co-Owner/Chief Financial Services OfficerActive Duty Passive Income Oct 2018 - Aug 2022St Petersburg, Florida, UsA few of us who have served in the military, and some who are still serving, are tired of not receiving or knowing where to go for sound financial education, specifically for those who have/are serving. We are going to change that. -
Vp, Managing ConsultantCannon Financial Institute Dec 2016 - Oct 2020Athens, Georgia, Us -
Vp/Sr. Private Client AdvisorBank Of The West Oct 2014 - Dec 2016Chicago, Illinois, UsRecognized subject matter expert. Managed large projects/processes with limited oversight. Was the first initial point of contact and the primary contact to Bank of the West’s highest income/net worth clients. Worked with clients with assets ranging from $3.5M to $125M. Was responsible for managing a portfolio of clients; maximized client engagement by assessing, understanding, and identifying clients' banking needs and provided/arranged a wide array of holistic wealth advice. Offered Solutions such as:• Wealth Planning• Investment Management• Family Dynamics• Deposit and Cash Management Services• Custom Credit Strategies and Solutions• Trust and Fiduciary Services• Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Estate Services, and Real Estate Asset Management -
Senior Private BankerWells Fargo 2010 - 2014San Francisco, California, UsProvided HNW and UHNW individuals and families with personalized wealth management solutions, including: • Wealth Planning• Investment Management • Family Dynamics• Deposit and Cash Management Services• Custom Credit Strategies and Solutions• Trust and Fiduciary Services • Specialized Wealth Services, such as Philanthropic Services, Business Advisory Services, Estate Services, and Real Estate Asset Management -
CooEmpyrean Business Group (Empyrean Mortgage) 2008 - 2010
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Premier Banker IiWells Fargo 2005 - 2008San Francisco, California, Us -
Chemical, Biological, Radiological, And Nuclear (Cbrn) SpecialistUnited States Army Reserve 2000 - 2006Fort Liberty, Nc, Us•Assisted in the establishment and application of NBC defense measures •Provided training advice and supervision regarding the proper use and maintenance procedures for chemical equipment and chemical operations •Operated and performed operator maintenance on smoke generating equipment, NBC identification/detection and decontamination equipment •Assisted in preparing and maintaining disaster operations plans •Trained military and civilian personnel on what to do in an emergency •Operated and maintained nuclear, biological and chemical detection and decontamination equipment •Conducted surveys to determine needs in the event of an emergency •Monitored disaster preparedness activities and training operations
Spencer Thomas, Cws® Skills
Spencer Thomas, Cws® Education Details
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Brenau UniversityMba With A Focus In Business Analytics -
Brigham Young University - IdahoAnd Related Support Services -
Purdue Global Law SchoolLaw -
Cannon Financial InstituteCertified Wealth Strategist -
Cannon Financial InstituteTrust And Estate Planning
Frequently Asked Questions about Spencer Thomas, Cws®
What company does Spencer Thomas, Cws® work for?
Spencer Thomas, Cws® works for Jebs Investments Llc
What is Spencer Thomas, Cws®'s role at the current company?
Spencer Thomas, Cws®'s current role is Chief Executive Officer.
What is Spencer Thomas, Cws®'s email address?
Spencer Thomas, Cws®'s email address is th****@****hoo.com
What is Spencer Thomas, Cws®'s direct phone number?
Spencer Thomas, Cws®'s direct phone number is +142526*****
What schools did Spencer Thomas, Cws® attend?
Spencer Thomas, Cws® attended Brenau University, Brigham Young University - Idaho, Purdue Global Law School, Cannon Financial Institute, Cannon Financial Institute.
What are some of Spencer Thomas, Cws®'s interests?
Spencer Thomas, Cws® has interest in Spending Time With My Family, Education, Fishing, Golfing.
What skills is Spencer Thomas, Cws® known for?
Spencer Thomas, Cws® has skills like Investments, Banking, Finance, Private Banking, Loans, Portfolio Management, Credit, Financial Services, Mortgage Lending, Small Business Lending, Loan Origination, Commercial Banking.
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