Thomas Pool

Thomas Pool Email and Phone Number

Relationship Specialist | Advisor Custody and Trading Services @ Charles Schwab
Roanoke, TX, US
Thomas Pool's Location
Roanoke, Texas, United States, United States
Thomas Pool's Contact Details

Thomas Pool personal email

n/a

Thomas Pool phone numbers

About Thomas Pool

Thomas Pool is a Relationship Specialist | Advisor Custody and Trading Services at Charles Schwab. He possess expertise in leadership, microsoft office, project management, investments, microsoft excel and 2 more skills.

Thomas Pool's Current Company Details
Charles Schwab

Charles Schwab

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Relationship Specialist | Advisor Custody and Trading Services
Roanoke, TX, US
Website:
schwab.com
Employees:
33019
Thomas Pool Work Experience Details
  • Charles Schwab
    Relationship Specialist | Advisor Custody And Trading Services
    Charles Schwab
    Roanoke, Tx, Us
  • Charles Schwab
    Relationship Specialist | Advisor Custody & Trading Services
    Charles Schwab 2017 - Present
  • Fidelity Investments
    Data Conversion Consultant
    Fidelity Investments 2008 - 2017
    Westlake Tx
    Coordinate the transfer of Defined Contribution plans from outside recordkeepers into Fidelity Investments.Develop relationships with Clients, Prior Recordkepers, Advisors and Custodians in order to facilitate the transfer of Assets and participant records. - Develop a conversion strategy, review payroll needs, coordinate transfer of assets and records, reconcile trust balances and work with client/outside recordkeepers to resolve imbalances.Responsible for managing a continuous flow of implementation projects.
  • Fidelity Investments
    Electronic Trading Representative Ii
    Fidelity Investments 2003 - 2008
    Westlake Tx
    Manage the relationships and service accounts for outside recordkeepers who utilize Fidelity funds in their retirement plans, and who trade electronically through the National Securities Clearing Corporation (NSCC).Consult with Plan Sponsors to provide appropriate education materials to their plan participants.
  • Fidelity Investments
    Retirement Trading Representative
    Fidelity Investments 1998 - 2003
    Westlake Tx
    Service and Trade accounts for outside recordkeepers who utilize Fidelity funds in their retirement plans, and who trade their accounts via fax or telephone.
  • Fidelity Investments
    Large Plan Liaison / Defined Contribution Plan Representative
    Fidelity Investments 1993 - 1998
    Las Colinas Tx
    Primary internal resource for several of Fidelity's larger clients (GTE, General Motors, and Raytheon).Travel to multiple businesses who utilize Fidelity's Retirement Plan Recordkeeping Services, and presented several hundred Savings Plan Workshops to their employees.Provide plan specific training to internal 401K Representatives on several large plans that transferred their plans to Fidelity. Provide other training to internal 401K Representatives (ex: Extraordinary Customer Relations).Service individual participant 401K accounts.- Discuss investment options, process trades, process loans, process withdrawals.
  • Fidelity Investments
    High Net Worth Brokerage Representative
    Fidelity Investments 1989 - 1993
    Las Colinas Tx
    Service accounts, and place trades (Stocks, Bonds, Options) for Fidelity's high net worth brokerage clients.Sell Fidelity Mutual Funds utilizing needs based selling techniques via inbound phone calls.Qualify callers for other Fidelity products and services (IRA's, non-prototype retirement plans, various advisory services).
  • Mhm Inc
    Auditor
    Mhm Inc 1988 - 1989
    Addison Tx
    Daily audit of cash and credit card receipts for one of MHM Inc's hotel properties.

Thomas Pool Skills

Leadership Microsoft Office Project Management Investments Microsoft Excel Finance Customer Service

Thomas Pool Education Details

Frequently Asked Questions about Thomas Pool

What company does Thomas Pool work for?

Thomas Pool works for Charles Schwab

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

Thomas Pool's current role is Relationship Specialist | Advisor Custody and Trading Services.

What is Thomas Pool's email address?

Thomas Pool's email address is th****@****fmr.com

What is Thomas Pool's direct phone number?

Thomas Pool's direct phone number is .800.343*****

What schools did Thomas Pool attend?

Thomas Pool attended Texas Tech University.

What skills is Thomas Pool known for?

Thomas Pool has skills like Leadership, Microsoft Office, Project Management, Investments, Microsoft Excel, Finance, Customer Service.

Who are Thomas Pool's colleagues?

Thomas Pool's colleagues are Eva Chapman, Bob Clancy, John Hayek, Cfp®, Charles Stern, Cindy Montoya, Jonny Williams, Marla Pratt.

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