Insurance Agent
Jul 2019 - Oct 2020
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Thomas M. Email & Phone Number
Currently seeking new opportunities.
LinkedIn matched
✓ Verified May 2026
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Profile completeness 71%
Role
Currently seeking new opportunities.
Location
Groveland, Florida, United States
Who is Thomas M.? Overview
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Quick answer
Thomas M. is listed as Currently seeking new opportunities. based in Groveland, Florida, United States. AeroLeads shows a matched LinkedIn profile for Thomas M..
Thomas M. previously worked as Insurance Agent at The Hartford and Wealth Management Intern at Morgan Stanley. Thomas M. holds Bachelor Of Science - Bs, Business Administration And Management, General, 3.50 Gpa from King'S College.
Profile bio
About Thomas M.
Former Financial Intern at Morgan Stanley, Smith Barney LLC. Evaluated risk analytics across MS client portfolios utilizing BlackRock’s portfolio risk platform, Aladdin.Effective communicator and experienced in Microsoft Office, PowerPoint, Excel, Word, and Outlook. Assisted with retirement and investment strategies for clients utilizing firm-provided planning software. Analyzed and compared securities across particular areas of the market which could affect their financial wealth. Former finance intern at Auxin Group Wealth Management in Akron, Ohio. Researched emerging rends in financial technology involving robo-advisors, artificial intelligence, and automation solutions. Performed a cost/benefit analysis comparing Goldman Sachs U.S Equity Insights Fund with Vanguard's Large Cap Index Fund. Previously licensed Insurance Resident Producer Indv in the Commonwealth of Pennsylvania Lines of authority: Accident and Health, Life and Fixed Annuities Hard-working business management major in pursuit of finding a career in the business or financial field. Dedicated to providing the best skills to any job. Prior employment at Crossmark, developing their sales by providing customers a marketing pitch for them to experience the product first-hand. Cultivated personal relationships with consumers on the floor and provided their feedback to superiors. Skilled in sales and in business operations. Ability to perform tasks effectively, such as executing demo reports and performing business actions.
7 roles
Thomas M. work experience
A career timeline built from the work history available for this profile.
Wealth Management Intern
Financial Planning & AnalysisModern Digital ApplicationsValue-Added Client Service Activities
Dec 2018 - May 2019
Financial Planning And Analysis Intern
Auxin Group Wealth Management
Facilitating comprehensive research on global trends in the financial services industry.- Increasing knowledge in the financial technology advancements and how automation, AI, and Robo-advisors are becoming part of the industry practice.- Experiencing in-depth guidance of financial advisors operations and learning the dos and don'ts of a FA from when we.
Jun 2018 - Aug 2018
Finance Intern
Auxin Group Wealth Management
Researched emerging trends in financial technology involving robo-advisors, artificial intelligence, and automation solutions.Learned advanced sales tactics incorporating key concepts from Sandler Training and DiSC Profile results that improve networking, prospecting, and cold calling skills. Conducted comparative analysis between AGWM’s current RedTail.
Jun 2018 - Aug 2018
Finance Intern
Auxin Group Wealth Management
Researched emerging trends in financial technology involving robo-advisors, artificial intelligence, and automation solutions.Learned advanced sales tactics incorporating key concepts from Sandler Training and DiSC Profile results that improve networking, prospecting, and cold calling skills.Conducted comparative analysis between AGWM’s current RedTail CRM.
Jun 2018 - Aug 2018
Licensed Insurance Agent Intern
Pennwood Financial Group
May 2017 - Aug 2017
Event Specialist
Performed demos that were designed to attempt to sell consumers a particular product by using personal communication skills. I stopped working there to focus on earning my bachelor's.
Jun 2015 - Dec 2016
2 education records
Thomas M. education
Bachelor Of Science - Bs, Business Administration And Management, General, 3.50 Gpa
Associate Of Arts (A.A.), Business Administration And Management, General, Final Gpa: 2.96
FAQ
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What is Thomas M.'s role at their current company?
Thomas M. is listed as Currently seeking new opportunities..
Where is Thomas M. based?
Thomas M. is based in Groveland, Florida, United States.
What companies has Thomas M. worked for?
Thomas M. has worked for The Hartford, Morgan Stanley, Auxin Group Wealth Management, Pennwood Financial Group, and Crossmark.
How can I contact Thomas M.?
You can use AeroLeads to view verified contact signals for Thomas M., including work email, phone, and LinkedIn data when available.
What schools did Thomas M. attend?
Thomas M. holds Bachelor Of Science - Bs, Business Administration And Management, General, 3.50 Gpa from King'S College.
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