vice president plimoth investment advisors@ Plimoth Investment Advisors
Whitman, Massachusetts, United States
Thom Miller
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State University of New York College at Oswego
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FlashIntel GPTThom Miller is a highly experienced professional with 27.8 years of work experience in the financial services industry. He specializes in investments, mutual funds, portfolio management, and asset management. Based in the United States, Thom is known for his expertise in building relationships with high net worth individuals and building relationships with centers of influence. He is fluent in German and Spanish and has worked in various roles, including Investment Executive at Infinex Financial Group and Vice President at Plimoth Investment Advisors. Thom's specialties include speaking German and Spanish.
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Emails and Phone Numbers
About
I am a client service officer working with our high net worth individuals, as well as building relations with centers of influence, including local estate planning attorneys, accountants, and branch administrators of our owner banks. Specialties: Speak German and Spanish
Work Experience
vice president plimoth investment advisors
Investment Management
Thom Miller's Professional Milestones
- vice president plimoth investment advisors (2011-10-01~): Expanding mutually beneficial investment partnerships to drive profitability and enhance the company's strategic investment portfolio.
- Investment Executive (2012-02-01~2014-12-01): Successfully secured strategic investments, driving company growth and maximizing returns.
Education
German,
Spanish,
English,
German, Spanish, English
1981-1985Skill
Investments
Mutual Funds
Portfolio Management
Financial Services
Asset Management
Finance
Fixed Income
Equities
Wealth Management
Banking
Asset Managment
Investment Management
Relationship Management
Series 63
Bonds
Asset Allocation
Series 7
Wealth Management Services
Business Relationship Management
Nonprofits
Retirement Planning
Non Profits
Certification
Colleagues
Edward Misiolek
Vice President - Operations | Compliance Officer
Louis Sousa
Chief Investment Officer
Mark J. Gendreau, CFP®
first vice president - investment officer & director of research at plimoth investment advisors
Debra Maltais
asst vice president & trust officer at plimoth investment advisors
Steven Russo, CFA
President | Chief Executive Officer
Other Named Thom Miller
Frequently asked questions
We found 2 Thom Miller's email addresses
We found 2 Thom Miller's phone numbers
Thom Miller's social media include: Linkedin,
Thom Miller works for Plimoth Investment Advisors
Thom Miller's role in Plimoth Investment Advisors is vice president plimoth investment advisors
Thom Miller works in the industry of Investment Management
Thom Miller's colleagues are Edward Misiolek,Louis Sousa,Mark J. Gendreau, CFP®
Thom Miller's latest job experience is vice president plimoth investment advisors at Plimoth Investment Advisors
Thom Miller's latest education in State University of New York College at Oswego
