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Terry Thomas Email & Phone Number

Sales Executive at Vanguard at Vanguard
Location: Allentown, Pennsylvania, United States 6 work roles 4 schools
2 work emails found @vanguard.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email t****@vanguard.com
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Current company
Role
Sales Executive at Vanguard
Location
Allentown, Pennsylvania, United States

Who is Terry Thomas? Overview

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Quick answer

Terry Thomas is listed as Sales Executive at Vanguard at Vanguard, based in Allentown, Pennsylvania, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Terry Thomas.

Terry Thomas previously worked as Sales Executive at Vanguard and Head of US Offshore RIA and Family Offices at Vanguard. Terry Thomas holds Business Growth Strategy from Northwestern University - Kellogg School Of Management.

Company email context

Email format at Vanguard

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{first}_{last}@vanguard.com
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AeroLeads found 2 current-domain work email signals for Terry Thomas. Compare company email patterns before reaching out.

Profile bio

About Terry Thomas

Fifteen years of financial industry experience in a fast-paced, high growth work environment with expertise in capital markets, business development, sales strategy, global operations, international marketing, fund accounting, and data management. Demonstrated ability to initiate, develop and successfully deploy global business strategies, highly-functioning teams and process improvements while consistently exceeding expectations

Listed skills include Leadership, Finra, Management, Pipeline Management, and 12 others.

Current workplace

Terry Thomas's current company

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

Vanguard
Vanguard
Sales Executive at Vanguard
Valley Forge, PA
Website
AeroLeads page
6 roles · 20 years

Terry Thomas work experience

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

Sales Executive

Current

Valley Forge, PA, US

Nov 2020 - Present

Head Of Us Offshore Ria And Family Offices

Valley Forge, PA, US

  • Developed US Offshore RIA market strategy and executed distribution of ETF and mutual fund products
  • Grew distribution channel to $600M in AUM and achieved cash flow targets
  • Built a pipeline of sales opportunities with RIA and Family offices whose assets exceed $300M
  • Partnered with Marketing to develop strategic plans for each of the client segments
  • Instituted regional field sales strategy utilizing advisor data to expand our coverage to over 1,000 advisors
  • Managed regional sales team to maximize distribution with the largest broker/dealer advisors in Western U.S
Jun 2017 - Nov 2020

Head Of Us Offshore Sales Support

Valley Forge, PA, US

  • Developed the US Offshore operations team, including the design of the sustainable operating model that supports distribution and intermediary oversight
  • Built relationships with external clients, led client on-boarding and oversight of daily operations
  • Responsible for contract negotiations with mutual fund distribution platforms and intermediaries
Jul 2016 - Jun 2017

Manager Investment Services

Valley Forge, PA, US

  • Developed global internal relationships to create solutions that support business strategy and client needs
  • Responsible for client portfolio rebalancing, asset allocation and reporting services: $130Billion in AUM
  • Advanced consistent reporting methodologies with regional counterparts and internal clients
Jan 2012 - Jul 2016

Investment Data Delivery Manager

Valley Forge, PA, US

  • Developed and implemented strategic business plans for Investment Data Management team
  • Managed and coordinated project teams of 5-10 people for delivery of internal system enhancements
2009 - 2011 ~2 yrs

Financial Analyst

Valley Forge, PA, US

  • Managed daily operations of team, including fund pricing and derivative reconciliation
  • Acted as liaison between traders, banks and brokers to ensure correct money movement and share distributions
2006 - 2009 ~3 yrs
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts →

4 education records

Terry Thomas education

Business Growth Strategy

Northwestern University - Kellogg School Of Management

High Impact Sales Strategy

Northwestern University - Kellogg School Of Management

Mba, Business Intelligence

Saint Joseph'S University

Bachelor Of Science, Finance

Drexel University
FAQ

Frequently asked questions about Terry Thomas

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

What company does Terry Thomas work for?

Terry Thomas works for Vanguard.

What is Terry Thomas's role at Vanguard?

Terry Thomas is listed as Sales Executive at Vanguard at Vanguard.

What is Terry Thomas's email address?

AeroLeads has found 2 work email signals at @vanguard.com for Terry Thomas at Vanguard.

Where is Terry Thomas based?

Terry Thomas is based in Allentown, Pennsylvania, United States while working with Vanguard.

What companies has Terry Thomas worked for?

Terry Thomas has worked for Vanguard.

Who are Terry Thomas's colleagues at Vanguard?

Terry Thomas's colleagues at Vanguard include Phil Hicks, Brian Farrell, Kelly Klyce, Gerald Dorsey, and Lorena Johnson.

How can I contact Terry Thomas?

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

What schools did Terry Thomas attend?

Terry Thomas holds Business Growth Strategy from Northwestern University - Kellogg School Of Management.

What skills is Terry Thomas known for?

Terry Thomas is listed with skills including Leadership, Finra, Management, Pipeline Management, Sales Process, Consultative Selling, Mutual Fund Sales, and Ucits.

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