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Thomas Woolen Email & Phone Number

Worksite UL Analyst at Lincioln Financial Group at PFS Investments

Location: High Point, North Carolina, United States 3 work roles 1 school

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✓ Verified July 2026 3 data sources Profile completeness 100%

Current company

PFS Investments

Role

Worksite UL Analyst at Lincioln Financial Group

Location

High Point, North Carolina, United States

Company size

430 employees

Who is Thomas Woolen? Overview

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Quick answer

Thomas Woolen is listed as Worksite UL Analyst at Lincioln Financial Group at PFS Investments, a with 430 employees, based in High Point, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Thomas Woolen.

Thomas Woolen previously worked as Worksite UL Analyst at Lincioln Financial Group and District Leader at Pfs Investments. Thomas Woolen holds Bachelor'S Degree, Economics from Unc Chapel Hill.

Company email context

Email format at PFS Investments

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PFS Investments

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Profile bio

About Thomas Woolen

Financial and marketing analysis and planning. Researching market trends and conditions and applying results to real world investment scenarios as well as using trends in consumer behavior to formulate marketing strategies. Also helping people reach their financial goals and dreams. I hold several investment licences and am proficient in statistical analysis software such as Excel and Stata. I use my skills in several areas:(1) Analyzing financial market trends and reaching conclusions. Formulating investment recommendations and strategies based on my research and analysis.(2)

Listed skills include Microsoft Excel, Microsoft Word, Securities Market, Portfolio Management, and 12 others.

Current workplace

Thomas Woolen's current company

Company context helps verify the profile and gives searchers a useful next step.

Pfs Investments

Worksite UL Analyst at Lincioln Financial Group

Website

practicallogic.com.au

Employees

430

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Company profile

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3 roles · 19 years

Thomas Woolen work experience

A career timeline built from the work history available for this profile.

Worksite Ul Analyst

Current

Lincioln Financial Group

Greensboro/Winston-Salem, North Carolina Area

Feb 2013 - Present

District Leader

Current

Pfs Investments

Triad Region Of Nc

I help people reach their financial goals and dreams by offering a free, no-obligation financial analysis and helping with all areas of asset management--Including debt elimination, investments, college education funding, and much more.

Feb 2011 - Present

Financial Crimes Specialist

Wells Fargo

Winston-Salem

Compliance related work. Ensuring reporting requirements were met in accordance with financial regulations.

2008 - 2011 ~3 yrs

Team & coworkers

Colleagues at PFS Investments

Other employees you can reach at practicallogic.com.au. View company contacts for 430 employees →

AL

Antony Lee Colleague at Pfs InvestmentsCalgary, Alberta, Canada View → KS

Kerry Sobia Colleague at Pfs InvestmentsOrlando, Florida, United States View → CD

Christian Duque Colleague at Pfs InvestmentsRoselle Park, New Jersey, United States View → AD

Adam Duchek Colleague at Pfs InvestmentsLas Vegas, Nevada, United States View → TM

Toneya Mcginnis Colleague at Pfs InvestmentsRiverside, California, United States View → DG

Destiny Greer Colleague at Pfs InvestmentsFort Worth, Texas, United States View → VM

Veronica Moss Colleague at Pfs InvestmentsStone Mountain, Georgia, United States View → SQ

Sierra Quinn Colleague at Pfs InvestmentsMetropolitan Fresno, United States View → MC

Mila Cselenszky, M.A. Ed, Ph.D. In Higher Ed Colleague at Pfs InvestmentsBrooklyn, New York, United States View → JJ

Jethro Joanito Th. Dubois Colleague at Pfs InvestmentsApopka, Florida, United States View →

1 education record

Thomas Woolen education

Unc Chapel Hill

Economics

FAQ

Frequently asked questions about Thomas Woolen

Quick answers generated from the profile data available on this page.

What company does Thomas Woolen work for?

Thomas Woolen works for PFS Investments.

What is Thomas Woolen's role at PFS Investments?

Thomas Woolen is listed as Worksite UL Analyst at Lincioln Financial Group at PFS Investments.

Where is Thomas Woolen based?

Thomas Woolen is based in High Point, North Carolina, United States while working with PFS Investments.

What companies has Thomas Woolen worked for?

Thomas Woolen has worked for Lincioln Financial Group, Pfs Investments, and Wells Fargo.

Who are Thomas Woolen's colleagues at PFS Investments?

Thomas Woolen's colleagues at PFS Investments include Antony Lee, Kerry Sobia, Christian Duque, Adam Duchek, and Toneya Mcginnis.

How can I contact Thomas Woolen?

You can use AeroLeads to view verified contact signals for Thomas Woolen at PFS Investments, including work email, phone, and LinkedIn data when available.

What schools did Thomas Woolen attend?

Thomas Woolen holds Bachelor'S Degree, Economics from Unc Chapel Hill.

What skills is Thomas Woolen known for?

Thomas Woolen is listed with skills including Microsoft Excel, Microsoft Word, Securities Market, Portfolio Management, Powerpoint, Holistic Financial Planning, Writing, and Securities License.

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