Terry Thomas Email & Phone Number
@vanguard.com
LinkedIn matched
Who is Terry Thomas? Overview
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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.
Email format at Vanguard
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AeroLeads found 2 current-domain work email signals for Terry Thomas. Compare company email patterns before reaching out.
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.
Terry Thomas's current company
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Terry Thomas work experience
A career timeline built from the work history available for this profile.
Head Of Us Offshore Ria And Family Offices
- 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
Head Of Us Offshore Sales Support
- 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
Manager Investment Services
- 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
Investment Data Delivery Manager
- 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
Financial Analyst
- 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
Colleagues at Vanguard
Other employees you can reach at vanguard.com. View company contacts →
Phil Hicks
Colleague at Vanguard
Exton, Pennsylvania, United States, United States
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BF
Brian Farrell
Colleague at Vanguard
Clover, South Carolina, United States, United States
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KK
Kelly Klyce
Colleague at Vanguard
Collegeville, Pennsylvania, United States, United States
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GD
Gerald Dorsey
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
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LJ
Lorena Johnson
Colleague at Vanguard
Broomall, Pennsylvania, United States, United States
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SC
Shan Chen
Colleague at Vanguard
Philadelphia, Pennsylvania, United States, United States
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PL
Phuong Le
Colleague at Vanguard
Vietnam, Viet Nam
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GR
Garfield Robinson
Colleague at Vanguard
Cross Roads, Saint Andrew, Jamaica, Jamaica
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JB
Jake Bosio
Colleague at Vanguard
Greater Philadelphia, United States
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DC
Darren Crozier
Colleague at Vanguard
Spring City, Pennsylvania, United States, United States
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Terry Thomas education
Business Growth Strategy
High Impact Sales Strategy
Mba, Business Intelligence
Bachelor Of Science, Finance
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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