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Thomas Pratt, Mba is listed as Wealth Advisor at CollaborativeWEALTH® at CollaborativeWEALTH®, a company with 8 employees, based in St Cloud, Florida, United States. AeroLeads shows a work email signal at collaborativewealth.com and a matched LinkedIn profile for Thomas Pratt, Mba.
Thomas Pratt, Mba previously worked as Wealth Advisor at Collaborativewealth® and Regional Business Development Manager at Zoetis. Thomas Pratt, Mba holds Mba, Finance And Entrepreneurship from Rollins College - Crummer Graduate School Of Business.
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I am a full-service financial advisor who works with small business owners, medical professionals, municipal professionals, and veterans in the Lake Nona and St. Cloud area on how to attain financial freedom and manage wealth through a trusted wealth management process.I have an MBA in Finance & Entrepreneurship from Rollins Crummer Graduate School of Business. I joined Collaborative Wealth Lake Nona in 2017. I specialize in group business benefits, small business goal strategies, and implementation. I believe passionately in everyday progress that leads to a desired outcome. Along with my team of dedicated professionals we are committed to serving those that serve others. In my personal time I enjoy spending time with my family hiking in National Parks. I also enjoy teaching youth sports and attending as many UF football games as possible (Go Gators!). Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact section above. Advisory services offered through Collaborative Wealth, a registered investment adviser and separate entity from LPL Financial.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness.Bilingual in English and Portuguese
Listed skills include Contract Negotiation, Contract Management, New Business Development, Business Planning, and 37 others.
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Orlando, Florida, United States
Investment advisory and financial planning services offered through CollaborativeWEALTH® - An SEC Registered Investment Advisor. Securities offered through LPL Financial – Member FINRA/SIPC and separate business entity.All Securities offered through LPL Financial - Member FINRA/SIPC. For hyperlinks to the FINRA and SIPC websites, please refer to the.
Southeast US
Identified business growth opportunities, gaps in performance, and executable strategies through analytical review of sales data which facilitated a more precise targeted sales effort.Developed and delivered training content at national and local sales meetings which increased verbal fluency of sales representatives.Conducted field training rides with.
North Florida And Central Florida Area
Successfully coached distribution representatives on product message delivery resulting in 108% quota performance.Established and maintained strong business relationships with targeted accounts resulting in sales recognized by a top 5% national ranking and a President's Circle Award Trip.Prospected and developed new accounts creating new incremental.
Orlando, Florida Area
Responsible for sales of a portfolio of intravenous products to targeted hospitals.Established and maintained relationships with key physicians, including Surgeons, to help pull through product.Conducted training, demonstrating product use, to hospital staff in the surgery suite, emergency room, and on medical floors. Launched new products with 100%.
Central Florida
Promoted products to Surgeons, Cardiologists, Internal Medicine, Primary Care, and Gastroenterologists.Established and maintained strong business relationships with key customers delivering sales above expectations earning President's Circle Awards for 5 consecutive years. Completed course work for Certified Medical Representative deepening knowledge on.
Other employees you can reach at collaborativewealth.com. View company contacts for 8 employees →
Benjamin Sullivan
Colleague at Collaborativewealth®
Lake Mary, Florida, United States, United States
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MG
Matt Giles
Colleague at Collaborativewealth®
Winter Park, Florida, United States, United States
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KD
Kathie Drexler
Colleague at Collaborativewealth®
Griffin, Georgia, United States, United States
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Activities and Societies: University of Florida Livestock Judging Team | Block and Bridle President
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Thomas Pratt, Mba works for CollaborativeWEALTH®.
Thomas Pratt, Mba is listed as Wealth Advisor at CollaborativeWEALTH® at CollaborativeWEALTH®.
AeroLeads has found 1 work email signal at @collaborativewealth.com for Thomas Pratt, Mba at CollaborativeWEALTH®.
Thomas Pratt, Mba is based in St Cloud, Florida, United States while working with CollaborativeWEALTH®.
Thomas Pratt, Mba has worked for Collaborativewealth®, Zoetis, Pfizer Animal Health, and Wyeth Pharmaceuticals.
Thomas Pratt, Mba's colleagues at CollaborativeWEALTH® include Benjamin Sullivan, Matt Giles, and Kathie Drexler.
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Thomas Pratt, Mba holds Mba, Finance And Entrepreneurship from Rollins College - Crummer Graduate School Of Business.
Thomas Pratt, Mba is listed with skills including Contract Negotiation, Contract Management, New Business Development, Business Planning, Customer Service, Sales Operations, Sales Management, and Business Strategy.
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