Thomas Pool Email and Phone Number
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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.
Charles Schwab
View- Website:
- schwab.com
- Employees:
- 33019
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Relationship Specialist | Advisor Custody And Trading ServicesCharles SchwabRoanoke, Tx, Us
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Relationship Specialist | Advisor Custody & Trading ServicesCharles Schwab 2017 - Present
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Data Conversion ConsultantFidelity Investments 2008 - 2017Westlake TxCoordinate 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. -
Electronic Trading Representative IiFidelity Investments 2003 - 2008Westlake TxManage 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.
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Retirement Trading RepresentativeFidelity Investments 1998 - 2003Westlake TxService and Trade accounts for outside recordkeepers who utilize Fidelity funds in their retirement plans, and who trade their accounts via fax or telephone.
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Large Plan Liaison / Defined Contribution Plan RepresentativeFidelity Investments 1993 - 1998Las Colinas TxPrimary 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.
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High Net Worth Brokerage RepresentativeFidelity Investments 1989 - 1993Las Colinas TxService 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).
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AuditorMhm Inc 1988 - 1989Addison TxDaily audit of cash and credit card receipts for one of MHM Inc's hotel properties.
Thomas Pool Skills
Thomas Pool Education Details
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Finance
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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