Thomas Assad

Thomas Assad Email and Phone Number

Principal, Senior Client Strategist @ BNY Mellon Wealth Management
Boston, MA, US
Thomas Assad's Location
Boston, Massachusetts, United States, United States
Thomas Assad's Contact Details

Thomas Assad personal email

About Thomas Assad

/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedThe Private Bank offers products and services through Wells Fargo Bank, N.A., Member FDIC, and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. NMLSR ID 399801.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Thomas Assad's Current Company Details
BNY Mellon Wealth Management

Bny Mellon Wealth Management

View
Principal, Senior Client Strategist
Boston, MA, US
Website:
bny.com/pershing
Employees:
4221
Thomas Assad Work Experience Details
  • Bny Mellon Wealth Management
    Principal, Senior Client Strategist
    Bny Mellon Wealth Management
    Boston, Ma, Us
    View
  • Pnc Private Bank
    Senior Relationship Strategist
    Pnc Private Bank May 2024 - Present
  • Bny Mellon Wealth Management
    Principal, Senior Client Strategist
    Bny Mellon Wealth Management May 2022 - Feb 2024
    New York, Ny, Us
    View
  • Wells Fargo Private Bank
    Wealth Advisor - Senior Vice President
    Wells Fargo Private Bank Jul 2016 - May 2022
    San Francisco , Ca, Us
    Wealth Advisor responsible for coordinating a team of multi-disciplinary professionals who work with high net worth families and individuals on establishing goals and developing a plan to help them manage their complex asset management needs. Through our client-centered "discovery process", we tailor our solutions for each client.
    View
  • Jpmorgan Chase & Co.
    Executive Director-Private Bank
    Jpmorgan Chase & Co. Sep 2009 - May 2016
    New York, Ny, Us
    Senior relationship manager for high net worth families and individuals.
    View

Thomas Assad Education Details

  • The Fletcher School At Tufts University
    The Fletcher School At Tufts University
    International Business And Relations
  • Tufts University
    Tufts University
    International Relations And Affairs

Frequently Asked Questions about Thomas Assad

What company does Thomas Assad work for?

Thomas Assad works for Bny Mellon Wealth Management

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

Thomas Assad's current role is Principal, Senior Client Strategist.

What is Thomas Assad's email address?

Thomas Assad's email address is nn****@****ail.com

What schools did Thomas Assad attend?

Thomas Assad attended The Fletcher School At Tufts University, Tufts University.

What are some of Thomas Assad's interests?

Thomas Assad has interest in Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, The Arts, Home Decoration, Health.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.