Thomas Connelly

Thomas Connelly Email and Phone Number

Director at Wellesley Private Advisors @ Wellesley Private Advisors
197 First Avenue,
Thomas Connelly's Location
Needham, Massachusetts, United States, United States
Thomas Connelly's Contact Details

Thomas Connelly work email

Thomas Connelly personal email

n/a
About Thomas Connelly

I have been an Advisor in client relationships throughout my career, with creativity in proposal development, excellent communication skills and extensive knowledge. My goal is to help my clients succeed in achieving their investment goals. I am registered with FINRA and have the SIE, Series 7 and Series 66 Registered Investment Advisor registrations.• Excellent communication skills• Presentation skills• Creative prospecting• Proposal development• Financial/Math extensive knowledge• New customer developmentThis information is intended for use by residents of MA, ME, NH, and RI only.Please contact me by email at: Tad@wellesleypa.com or 781-400-7311.I cannot respond to messages through LinkedIn./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Thomas Connelly's Current Company Details
Wellesley Private Advisors

Wellesley Private Advisors

View
Director at Wellesley Private Advisors
197 First Avenue,
Website:
fa.wellsfargoadvisors.com/wellesley-pa
Employees:
18
Thomas Connelly Work Experience Details
  • Wellesley Private Advisors
    Director
    Wellesley Private Advisors Dec 2018 - Present
    Needham, Ma
    View
  • Ned'S Point Capital
    Managing Member
    Ned'S Point Capital May 2013 - Dec 2018
    Wellesley, Ma
    Manage a portfolio for a Long/Short Fund. Research undervalued and overvalued companies for investment possibilities and select securities for investment.
  • Pioneer Investments
    Vice President, Senior Business Development Officer – National Accounts
    Pioneer Investments 2008 - 2013
    Primary contact for increasing home office and field relationships with key National Accounts. Direct management for many of the largest Insurance Companies sub advised Annuity platforms. Responsible for all investment reports provided to analyst teams, portfolio manager presentations, compliance reviews and investment strategy presentations to Board of Trustees for client companies. Developed and coordinated sales strategies for Investment Funds with distribution sales force.• Provided feedback to investment managers from clients resulting in additions to investment funds and strategies to platforms.• Developed and coordinated sales strategies for Investment Funds with distribution sales force.
    View
  • Calamos Investments
    Regional Director, New England
    Calamos Investments 2006 - 2008
    Represented this investment firm well known for its convertible bond funds, selling institutional strategies, separately managed accounts, and Open and Closed ended funds for the New England region. Consistently achieved production levels and performance criteria that exceeded management targets. • Mentored associates on Capital Markets and position of risk managed strategy.
  • Citigroup Global Markets
    Senior Vice President, Institutional Investor Group
    Citigroup Global Markets 1990 - 2006
    Delivered research and trading capabilities to mid-sized institutional clients on a commission based sales plan. Prospected, presented, managed, and closed significant institutional clients. Selling to portfolio managers established mid-sized institutional accounts with assets from $10 million to $100 million. Developed critical contacts with Citigroup research analysts to deliver proprietary analysis to clients on equity and sector valuations.• Developed a Consulting Group practice dedicated to high net worth individuals, families, and trusts with separately managed accounts.• Selected as paid Equity Coordinator for Smith Barney Branch Office meetings. Responsibilities included formal presentations on Equity Markets and companies.

Thomas Connelly Education Details

Frequently Asked Questions about Thomas Connelly

What company does Thomas Connelly work for?

Thomas Connelly works for Wellesley Private Advisors

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

Thomas Connelly's current role is Director at Wellesley Private Advisors.

What is Thomas Connelly's email address?

Thomas Connelly's email address is tc****@****ley.edu

What schools did Thomas Connelly attend?

Thomas Connelly attended Connecticut College.

Not the Thomas Connelly you were looking for?

View similar profiles

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.