Thomas Harrison
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Thomas Harrison Email & Phone Number

Senior Associate, Client Advisory at Pathstone
Location: Ashburn, Virginia, United States 9 work roles 1 school
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Current company
Role
Senior Associate, Client Advisory
Location
Ashburn, Virginia, United States
Company size

Who is Thomas Harrison? Overview

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Quick answer

Thomas Harrison is listed as Senior Associate, Client Advisory at Pathstone, a company with 833 employees, based in Ashburn, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Thomas Harrison.

Thomas Harrison previously worked as Client Advisory Associate at Pathstone and President at Lambda Phi Epsilon. Thomas Harrison holds Bachelor'S Degree, Economics from Virginia Tech.

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Pathstone

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Profile bio

About Thomas Harrison

I graduated from Virginia Tech in 2024 with a B.A. in Economics and a minor in Finance. I am currently working as a Client Advisory Associate at Pathstone. I enjoy collaborating on team projects, managing teams, and helping my peers succeed. In my personal life, I enjoy traveling, drawing, trying new foods, studying languages, and playing tennis!

Current workplace

Thomas Harrison's current company

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Pathstone
Pathstone
Senior Associate, Client Advisory
Alexandria, VA, US
Website
Employees
833
AeroLeads page
9 roles

Thomas Harrison work experience

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Senior Associate, Client Advisory

Alexandria, VA, US

Client Advisory Associate

Current

Alexandria, Virginia, United States

  • Utilized Salesforce to fulfill capital calls for clients.
  • Developed custom spreadsheets to ensure limited partners' capital contributions and distributions were executed accurately.
  • Forecasted cash flows from Private Equities to allocate towards clients' future capital commitments.
  • Prepared meeting books for clients by summarizing quarterly portfolio performance and reconciling cash flows.
Jul 2024 - Present

President

Blacksburg, Virginia, United States

  • Recipient of the 2024 Lambda of the Year national scholarship.
  • Awarded the highest National accreditation 3 years in a row for chapter based on philanthropic contributions
  • Awarded Chapter of the Year of the nation during President term
  • Presented as primary speaker for chapter status promotion at the 2023 National Convention to Executives
  • Developed members by coordinating external outreach opportunities and internal programming
May 2023 - May 2024

Vice President External

Blacksburg, Virginia, United States

  • Led outreach initiatives with external organizations to plan events for philanthropy and networking.
  • Prioritized giving members opportunities to enrich their professional and social lives.
  • Oversaw and worked on a multi-year project to achieve active lettered status at the 2023 National Convention.
Oct 2022 - May 2023

Vice President Internal

Blacksburg, Virginia, United States

  • Directed internal affairs by coordinating with executive board members and minor chair positions.
  • Ensured that business operations ran smoothly, and tasks were being executed correctly.
May 2022 - Oct 2022

Public Relations Chair

Blacksburg, Virginia, United States

  • Responsible for creating visual graphics and posts for the fraternal Instagram page.
Dec 2021 - May 2022

Finance Leadership Development Intern

Basking Ridge, New Jersey, United States

  • Streamlined declining services based on analyzing subscriber data with the Business Transformation team
  • Saved the department $6M in operating expenses by identifying products with negative profit margins
  • Drafted an exit strategy to reduce the timeline of future product sunsets by 33%
  • Presented an exit strategy for declining copper communication services to the CFO and GBT Executives
Jun 2023 - Aug 2023

Wealth Management Intern

Alexandria, Virginia, United States

  • Fulfilled ad hoc capital calls in order to wire client funds to the fund manager’s account
  • Customized clients’ portfolios to best allocate assets based on risk tolerance analysis
  • Delivered stock pitch to company executives based on an equity’s alpha, beta, and EBITDA
  • Analyzed various stocks to find valuable additions to Dyson equity funds
  • Organized client confidential data using Addepar, Canoe, and Smartsheet applications
Jun 2022 - Aug 2022

Swim Instructor

Ashburn, Virginia, United States

  • Instructed and managed swimming classes of multiple students aged between 2 and 12 years old
  • Adapted class curriculum and lesson plans based on each individual child’s progression
Jun 2021 - Aug 2021
Team & coworkers

Colleagues at Pathstone

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1 education record

Thomas Harrison education

FAQ

Frequently asked questions about Thomas Harrison

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

What company does Thomas Harrison work for?

Thomas Harrison works for Pathstone.

What is Thomas Harrison's role at Pathstone?

Thomas Harrison is listed as Senior Associate, Client Advisory at Pathstone.

Where is Thomas Harrison based?

Thomas Harrison is based in Ashburn, Virginia, United States while working with Pathstone.

What companies has Thomas Harrison worked for?

Thomas Harrison has worked for Pathstone, Lambda Phi Epsilon, Verizon, Dyson Capital Advisors, and Goldfish Swim School Franchising, Llc.

Who are Thomas Harrison's colleagues at Pathstone?

Thomas Harrison's colleagues at Pathstone include Zach Hanson, Thomas Disisto, Ben Sjosten, Matthew Taylor, and Jermaine Coles.

How can I contact Thomas Harrison?

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

What schools did Thomas Harrison attend?

Thomas Harrison holds Bachelor'S Degree, Economics from Virginia Tech.

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