Thomas Mccormick

Thomas Mccormick Email and Phone Number

Financial Advisor @ Baird
Moline, IL, US
Thomas Mccormick's Location
Quad Cities Metropolitan Area, United States
Thomas Mccormick's Contact Details

Thomas Mccormick work email

Thomas Mccormick personal email

n/a
About Thomas Mccormick

Client Assistant for Baird Private Wealth Management

Thomas Mccormick's Current Company Details
Baird

Baird

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Financial Advisor
Moline, IL, US
Thomas Mccormick Work Experience Details
  • Baird
    Financial Advisor
    Baird
    Moline, Il, Us
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  • Baird
    Client Assistant
    Baird Jul 2024 - Present
    Davenport, Iowa, United States
    - Responsible for client onboarding coordination, which includes managing Financial Advisor prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan.- Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients.- Understand and ensure business adherence with firm and financial industry regulatory policies.- Proactively review investment opportunities daily & notify Financial Advisor to take action on those opportunities with the goal of driving the Financial Advisors’ business.
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  • Baird
    Private Wealth Management Intern
    Baird May 2023 - Aug 2023
    Davenport, Iowa, United States
    - Gained real world experience with a global wealth management firm that encouraged me to learn, grow, and build a future in private wealth management.- Researched numerous different sectors to find the best possible investments within several markets.- Processed paperwork and documents necessary to assist others within the department.- Created performance reports and distributed to clients.- Performed additional duties and assisted with projects retaining to private wealth management.
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  • Senb Bank
    Csa
    Senb Bank Jun 2022 - Jan 2023
    Moline, Illinois, United States
    - Maintained a level of professionalism including attitude, time management, and securing confidential information while promoting the brand with every transaction or interaction both internally and externally.- Accepted and processed deposits, withdrawals, and checks.- Issued and recorded official checks, money orders, gift cards and travel cards.- Balanced cash drawer according to established procedures and standards.- Verified currency and coin.
  • The Commencement Group
    Sales Team Lead
    The Commencement Group May 2022 - Jun 2022
    Greater Chicago Area
    - Achieved product sales quota objectives of $4,000 or more per event.- Coordinated the supply of new stock to meet customers’ demand- Led newly-hired sales associates- Showed skills of leadership, strong communication, and resiliency while working toward the goal.
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  • The Commencement Group
    Sales Intern
    The Commencement Group Mar 2022 - May 2022
    Chicago, Illinois, United States
    - Traveled to different cities across the Midwest to sell commencement gifts at graduation events.- Assisted with events that hit over $100,000 worth of sales in a weekend.- Consistently achieved sales numbers that exceeded the goal.- Learned leadership skills and teamwork practices that ensured a smooth and successful operation.- Explored sales and negotiation tactics as well as public relations.
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Frequently Asked Questions about Thomas Mccormick

What company does Thomas Mccormick work for?

Thomas Mccormick works for Baird

What is Thomas Mccormick's role at the current company?

Thomas Mccormick's current role is Financial Advisor.

What is Thomas Mccormick's email address?

Thomas Mccormick's email address is tm****@****ird.com

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