
Position:
Retirement Plan & Employee Benefits Consultant | Workplace Financial Education at Jefferson Financial
Location:
Charlotte, North Carolina, United States
Found email addresses for Thomas Sims:
Found phones for Thomas Sims:
Jan 2025 - Current
Jan 2023 - Jan 2024
Jan 1999 - Jan 2014
Their professional focus is Business Development, Cross Functional Team Leadership, and Defined Benefit Plans across 3 core areas.
Thomas holds Series 7, Series 63, Series 65, (former Series 24), Life and Health Insurance, Accredited Investment Fiduciary®, Former CFP designee (24 years) certifications.
Master of Science at College for Financial Planning
Bachelor's Degree at Liberty University
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.