Chief Operating Officer | Portfolio Manager | Advisor@ Balanced Rock Investment Advisors
Boston, Massachusetts, United States
Thomas Higgins
GET FULL PROFILE 
英国威斯敏斯特大学
Real-Time AI Research
FlashIntel GPT
Tell me more about Thomas Higgins?
FlashIntel GPTThomas Higgins is a dynamic Financial Services leader with 13.2 years of experience in financial modeling, analysis, and investments. Based in the United States, he has a strong understanding of Brokerage and Advisory business models, the competitive landscape of the Wealth Management industry, and new products and services. Thomas is skilled in fiduciary and best interest standards, regulatory impact, and portfolio analysis. He has held various leadership positions in reputable companies such as Balanced Rock Investment Advisors, Edelman Financial Engines, Ameritas, and GE Financial.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Dynamic Financial Services leader, achieving results through strategic planning and high-touch relationship building. Robust understanding of Brokerage and Advisory business models, the competitive landscape of the Wealth Management industry, as well as new products, services, and technology impacting B/Ds, RIAs, Advisors and their clients. Keen understanding of fiduciary and best interest standards, and the regulatory impact across the industry. Securities Licenses: Series 7, Series 66 (combined 63/65) P&L Management | Product Management | Business Development | Investment Management | Asset Allocation Modeling | Asset Management | Financial Modeling | Sales and Marketing Strategies | Market Research | Practice Management | Portfolio Analysis | Product Development | Financial Planning | Valuations | Mutual Funds | Exchange Traded Products | Separately Managed Accounts | Retirement Plans | Robo-Advice Platforms
...See MoreWork Experience
Chief Operating Officer | Portfolio Manager | Advisor
Financial Services
Thomas Higgins's Professional Milestones
- Senior Consultant & Financial Analyst (2010-09-01~2012-03-01): Provided strategic insights and recommendations to optimize financial performance and drive company success.
- Investment Analyst (2013-01-01~2015-03-01): Analyzing financial data and developing strategies to support informed decision-making.
Education
International Business Management And Economics
Skill
Financial Modeling
Financial Analysis
Finance
Investments
Valuation
Data Analysis
Bloomberg
Financial Planning
Analysis
Asset Management
Portfolio Management
Competitive Analysis
Powerpoint
Risk Management
Strategic Financial Planning
Mutual Funds
Microsoft Excel
Microsoft Office
Business Strategy
Financial Risk
Market Research
Series 7
Econometrics
Analytical Skills
M&a Modeling
Dcf Valuation
Research
Excel
Forecasting
Project Management
Quantitative Analysis
Word
Strategic Planning
Statistics
Budgeting
Documentation
Cost Analysis
Stata
Risk
Equities
Endowments
Committees
Institutional Investments
Impact Investing
Thought Leadership
Separately Managed Accounts
Retirement Planning
Asset Allocation
Fiduciary
P&l Management
Certification
Colleagues
Brian Doherty
investment advisor at balanced rock investment advisors
Dan Flannery, CFA
president & wealth manager at balanced rock investment advisors
Benjamin Ramsey
Financial Advisor
Hendrix Berry
Impact Investment Analyst | Wealth Management Associate
Other Named Thomas Higgins
Frequently asked questions
We found 2 Thomas Higgins's email addresses
We found 2 Thomas Higgins's phone numbers
Thomas Higgins works for Balanced Rock Investment Advisors
Thomas Higgins's role in Balanced Rock Investment Advisors is Chief Operating Officer | Portfolio Manager | Advisor
Thomas Higgins works in the industry of Financial Services
Thomas Higgins's colleagues are Brian Doherty,Dan Flannery, CFA,Benjamin Ramsey
Thomas Higgins's latest job experience is Chief Operating Officer | Portfolio Manager | Advisor at Balanced Rock Investment Advisors
Thomas Higgins's latest education in 英国威斯敏斯特大学
