Director
Current
Mar 2023 - Present
AeroLeads people directory · profile
Thomas Saunders Email & Phone Number
Director
at
Harris Williams
1 work email found
@harriswilliams.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Who is Thomas Saunders? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Thomas Saunders is listed as Director at Harris Williams, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at harriswilliams.com and a matched LinkedIn profile for Thomas Saunders.
Thomas Saunders previously worked as Vice President at Harris Williams and Associate at Harris Williams. Thomas Saunders holds Master Of Business Administration (M.B.A.), Finance & Consulting from University Of Georgia - Terry College Of Business.
Company email context
Email format at Harris Williams
This section adds company-level context without repeating Thomas Saunders's masked contact details.
{first_initial}{last}@harriswilliams.com
86% confidence
AeroLeads found 1 current-domain work email signal for Thomas Saunders. Compare company email patterns before reaching out.
Profile bio
About Thomas Saunders
Thomas currently works for Harris Williams & Co. in their Energy, Power, and Infrastructure group as a Vice President. The group focuses mainly on sell-side M&A for middle-market companies. Thomas previously worked for BB&T Capital Markets in their Commercial & Industrial group as an Associate. Thomas received his MBA from the Terry College of Business at the University of Georgia concentrating in Finance and Consulting as a full-time participant.Thomas has obtained the CERTFIED FINANCIAL PLANNER (CFP®) designation, and worked in the surrounding Washington D.C. Metro area providing financial planning services and portfolio investment recommendations to high net worth individuals.
Listed skills include Investments, Portfolio Management, Estate Planning, Investment Management, and 13 others.
Current workplace
Thomas Saunders's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Thomas Saunders work experience
A career timeline built from the work history available for this profile.
Vice President
Associate
Jun 2018 - Jan 2020
Investment Banking Associate
Jul 2016 - Jun 2018
Corporate Planning And Business Development Summer Associate
May 2015 - Aug 2015
Associate Advisor
- Reviewed and rebalanced investment portfolios, executive participation plans, company stock option plans, insurance coverage, employee benefits, and determined estate planning opportunities.
- Developed financial recommendations by preparing detailed retirement, personal income tax, education funding, and disability and life insurance projections over 9-12 month process.
- Prepared detailed personal income tax projections based on client income, portfolio income, pensions and annuities, as well as limited partnerships, flow-through entities and real estate income. Investment Analytics
- Determined appropriate portfolio allocations based on risk profiles, existing portfolios, material changes to client situations (i.e. loss of job, retirement, inheritance, promotion, etc.).
- Monitored and rebalanced client portfolios based on macro economic factors and/or client specific goals.
- Reviewed employee stock option plans and provided strategies to exercise option grants (i.e. cashless, sell-to-cover, or buy-and-hold), as well as, determined personal income tax consequences.
Feb 2012 - Jul 2014
Client Relationship Associate
Fox, Joss & Yankee
Fox, Joss & Yankee is a fee-only financial planning and investment management firm based in Reston, Virginia. Collectively, the principals have been providing financial and investment services for more than 35 years. The Firm’s mission is to provide every client with the highest level of individualized service our profession has to offer. We customize our.
Jan 2010 - Dec 2011
Intern
Hancock, Engel & Associates
Jun 2009 - Aug 2009
Intern
Blue Ridge Planning Services
Jun 2009 - Aug 2009
3 education records
Thomas Saunders education
Master Of Business Administration (M.B.A.), Finance & Consulting
University Of Georgia - Terry College Of Business
Finance, Cfp Certification Track
Virginia Tech - Pamplin College Of Business
Horticulture, Finance; Landscape Contracting Option & Small Business Mgmt
Virginia Tech
FAQ
Frequently asked questions about Thomas Saunders
Quick answers generated from the profile data available on this page.
What company does Thomas Saunders work for?
Thomas Saunders works for Harris Williams.
What is Thomas Saunders's role at Harris Williams?
Thomas Saunders is listed as Director at Harris Williams.
What is Thomas Saunders's email address?
AeroLeads has found 1 work email signal at @harriswilliams.com for Thomas Saunders at Harris Williams.
Where is Thomas Saunders based?
Thomas Saunders is based in Richmond, Virginia, United States while working with Harris Williams.
What companies has Thomas Saunders worked for?
Thomas Saunders has worked for Harris Williams, Bb&T Capital Markets, Sonoco, D'Orazio & Associates, Inc., and Fox, Joss & Yankee.
How can I contact Thomas Saunders?
You can use AeroLeads to view verified contact signals for Thomas Saunders at Harris Williams, including work email, phone, and LinkedIn data when available.
What schools did Thomas Saunders attend?
Thomas Saunders holds Master Of Business Administration (M.B.A.), Finance & Consulting from University Of Georgia - Terry College Of Business.
What skills is Thomas Saunders known for?
Thomas Saunders is listed with skills including Investments, Portfolio Management, Estate Planning, Investment Management, Financial Planning, Retirement, Microsoft Excel, and Financial Modeling.
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