Associate Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Thomas Liddell Email & Phone Number
Associate Advisor
at
Skyline Advisors, Inc.
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Associate Advisor
Location
Bellingham, Washington, United States
Company size
Who is Thomas Liddell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Thomas Liddell is listed as Associate Advisor at Skyline Advisors, Inc., a with 7 employees, based in Bellingham, Washington, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Thomas Liddell.
Thomas Liddell previously worked as Licensed Senior Premier Banker at Wells Fargo and Licensed Regional Banking Private Banker at Wells Fargo. Thomas Liddell holds Bachelor Of Science (Bs), Psychology & Business Administration from University Of Oregon.
Company email context
Email format at Skyline Advisors, Inc.
This section adds company-level context without repeating Thomas Liddell's masked contact details.
{first}.{last}@wellsfargo.com
86% confidence
AeroLeads found 1 current-domain work email signal for Thomas Liddell. Compare company email patterns before reaching out.
Profile bio
About Thomas Liddell
As an Associate Advisor at Skyline Advisors, I collaborate closely with a seasoned team of Financial Planners to help clients identify and achieve their financial goals. We are an independent, fee-only financial planning firm committed to ensuring our clients' best interests are always our top priority.Our planning-focused approach goes beyond asset management; we provide comprehensive financial planning services that include retirement, estate, tax, and education planning, among others. This holistic perspective allows us to tailor strategies that meet the unique needs of each client.
Listed skills include Wealth Management Services, Customer Relationship Management, Private Banking, Credit, and 9 others.
Current workplace
Thomas Liddell's current company
Company context helps verify the profile and gives searchers a useful next step.
Skyline Advisors, Inc.
8 roles
Thomas Liddell work experience
A career timeline built from the work history available for this profile.
Licensed Senior Premier Banker
- Served as a Relationship Manager for Affluent and High Net Worth (HNW) households within Wells Fargo's Premier and Private Bank. - Engaged closely with clients, their families, and Financial Professionals to devise sophisticated banking solutions, debt management strategies, and comprehensive financial plans, maintaining exemplary levels of accountability and client satisfaction.- Collaborated with Certified Financial Planner to assess investment objectives, account/entity structures, and ensure the currency of financial plans.- Spearheaded the implementation of the Affluent Branch Strategy in the Portland area, leading internal meetings with leadership and branch employees to educate and strategize the servicing of Affluent & HNW clientele.
Jan 2018 - Jul 2023
Licensed Regional Banking Private Banker
- Managed relationships with affluent clients, addressing their banking, lending, and service requirements directly.- Collaborated with local Financial Advisors to ensure comprehensive fulfillment of clients' investment and retirement objectives.- Provided support across various branch locations, servicing affluent clientele and educating staff on addressing their specific needs and opportunities.
Nov 2015 - Jan 2018
Licensed Personal Banker Ii
Mar 2015 - Nov 2015
Personal Banker
Apr 2014 - Mar 2015
Customer Service & Sales Representative (Cssr)
Sep 2013 - Apr 2014
Teller
Feb 2013 - Sep 2013
Assistant Manager
- Oversaw a team of 20 employees, managing store procedures, scheduling, training, merchandising, and inventory.- Ensured strict adherence to Store Policy/Procedure regarding financial data and firearm sales.- Provided exemplary customer service and adeptly resolved issues to ensure customer satisfaction.- Successfully met targeted sales goals and Key Performance Indicators (KPIs).
Apr 2012 - Nov 2012
Team & coworkers
Colleagues at Skyline Advisors, Inc.
Other employees you can reach at myskylineadvisor.com. View company contacts for 7 employees →
DD
Dacey Durbin
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
RY
Rhonda Young
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
KL
Katelyn Lancaster
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
DW
Deka Wiebusch, Cfp® Crpc® Aif ®
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
SA
Sarah Arnold, Crpc®
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
BB
Briana Bromet
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
MW
Mark Wallace Cfp® Crpc® Aif®
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
Dacey Durbin
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
RY
Rhonda Young
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
KL
Katelyn Lancaster
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
DW
Deka Wiebusch, Cfp® Crpc® Aif ®
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
SA
Sarah Arnold, Crpc®
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
BB
Briana Bromet
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
MW
Mark Wallace Cfp® Crpc® Aif®
Colleague at Skyline Advisors, Inc.Bellingham, Washington, United States
View →
2 education records
Thomas Liddell education
Bachelor Of Science (Bs), Psychology & Business Administration
Education record
FAQ
Frequently asked questions about Thomas Liddell
Quick answers generated from the profile data available on this page.
What company does Thomas Liddell work for?
Thomas Liddell works for Skyline Advisors, Inc..
What is Thomas Liddell's role at Skyline Advisors, Inc.?
Thomas Liddell is listed as Associate Advisor at Skyline Advisors, Inc..
What is Thomas Liddell's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Thomas Liddell at Skyline Advisors, Inc..
Where is Thomas Liddell based?
Thomas Liddell is based in Bellingham, Washington, United States while working with Skyline Advisors, Inc..
What companies has Thomas Liddell worked for?
Thomas Liddell has worked for Skyline Advisors, Inc., Wells Fargo, and Big 5 Sporting Goods.
Who are Thomas Liddell's colleagues at Skyline Advisors, Inc.?
Thomas Liddell's colleagues at Skyline Advisors, Inc. include Dacey Durbin, Rhonda Young, Katelyn Lancaster, Deka Wiebusch, Cfp® Crpc® Aif ®, and Sarah Arnold, Crpc®.
How can I contact Thomas Liddell?
You can use AeroLeads to view verified contact signals for Thomas Liddell at Skyline Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Thomas Liddell attend?
Thomas Liddell holds Bachelor Of Science (Bs), Psychology & Business Administration from University Of Oregon.
What skills is Thomas Liddell known for?
Thomas Liddell is listed with skills including Wealth Management Services, Customer Relationship Management, Private Banking, Credit, Consumer Lending, Finance, Financial Analysis, and Risk Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Thomas Liddell you were looking for.
Tom Liddell, CPA
1 email domain
Thomas Liddell
4 email domains
Tom Liddell
5 email domains
Thomas Liddell
3 email domains