AeroLeads people directory · profile
Thomas Coy Email & Phone Number
Investment Portfolio Manager
at
Wela Financial Advisory
1 work email found
@abglobal.com
2 phones found area 210
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Portfolio Manager
Location
San Antonio, Texas, United States
Company size
Who is Thomas Coy? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Thomas Coy is listed as Investment Portfolio Manager at Wela Financial Advisory, a with 5 employees, based in San Antonio, Texas, United States. AeroLeads shows a work email signal at abglobal.com, phone signal with area code 210, and a matched LinkedIn profile for Thomas Coy.
Thomas Coy previously worked as Senior Financial Analyst at Victory Capital and Corporate Actions Team Leader at Alliancebernstein. Thomas Coy holds Bachelor Of Science - Bs, Business Administration from Capella University.
Company email context
Email format at Wela Financial Advisory
This section adds company-level context without repeating Thomas Coy's masked contact details.
{first}.{last}@abglobal.com
86% confidence
AeroLeads found 1 current-domain work email signal for Thomas Coy. Compare company email patterns before reaching out.
Profile bio
About Thomas Coy
Financial professional who strives for process improvement
Listed skills include Sales, Real Estate, Investment Properties, Customer Service, and 11 others.
Current workplace
Thomas Coy's current company
Company context helps verify the profile and gives searchers a useful next step.
Wela Financial Advisory
9 roles
Thomas Coy work experience
A career timeline built from the work history available for this profile.
Senior Financial Analyst
Corporate Actions Team Leader
Oct 2021 - Oct 2023
Abdc Business Analyst
Oct 2020 - Nov 2021
Corporate Actions Associate
Responsible for accurately tracking the life cycle of corporate actions. This includes communicating elections with custodian banks, collecting proceeds from corporate actions, updating our internal accounting systems, and communicating with Portfolio Management teams.
Nov 2018 - Oct 2020
Senior Financial Professional
Alamo Insurance & Wealth Management
My goal is to help people. It's as simple as that. I do this by reviewing a client's financial information, including savings, checking accounts, 401k's and other investment vehicles. I help clients save money in places they may not have ever considered, then show them how to invest those savings to help with things like college planning and retirement. Our method helps our clients get the most bang for their buck by leveraging strategies that help them avoid taxes when possible. The best part? It's absolutely free.
Oct 2014 - Oct 2018
Billing Analyst
Responsible for monitoring billing of institutional clients, on boarding new clients to the billing system. Auditing client setups and making colleagues aware of potential client profitability issues.
Oct 2016 - Nov 2017
Customer Service Associate
Southwestern Business Corp
Oct 2013 - Jul 2014
Dispute Subject Matter Expert
Ensure the proper training of dispute by phone specialists and be a go-to person for questions and research.
May 2012 - Oct 2013
2 education records
Thomas Coy education
Bachelor Of Science - Bs, Business Administration
Capella University
Finance
Northwest Vista College
FAQ
Frequently asked questions about Thomas Coy
Quick answers generated from the profile data available on this page.
What company does Thomas Coy work for?
Thomas Coy works for Wela Financial Advisory.
What is Thomas Coy's role at Wela Financial Advisory?
Thomas Coy is listed as Investment Portfolio Manager at Wela Financial Advisory.
What is Thomas Coy's email address?
AeroLeads has found 1 work email signal at @abglobal.com for Thomas Coy at Wela Financial Advisory.
What is Thomas Coy's phone number?
AeroLeads has found 2 phone signal(s) with area code 210 for Thomas Coy at Wela Financial Advisory.
Where is Thomas Coy based?
Thomas Coy is based in San Antonio, Texas, United States while working with Wela Financial Advisory.
What companies has Thomas Coy worked for?
Thomas Coy has worked for Wela Financial Advisory, Victory Capital, Alliancebernstein, Alamo Insurance & Wealth Management, and Harland Clarke.
How can I contact Thomas Coy?
You can use AeroLeads to view verified contact signals for Thomas Coy at Wela Financial Advisory, including work email, phone, and LinkedIn data when available.
What schools did Thomas Coy attend?
Thomas Coy holds Bachelor Of Science - Bs, Business Administration from Capella University.
What skills is Thomas Coy known for?
Thomas Coy is listed with skills including Sales, Real Estate, Investment Properties, Customer Service, Financial Planning, Investments, Real Estate Transactions, and Negotiation.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial