Commercial Sales@ Ace Hardware Corporation
Bradenton, Florida, United States
Thomas Wormsley
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University of Tennessee, Knoxville
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FlashIntel GPTThomas Wormsley is a results-driven professional with 20 years of experience in investments, financial planning, and small business. He has a strong customer service and client relationship skills, and has 14 years of experience in building financial advisory practices. Thomas has a successful background in retail management, maximizing profits, inventory control, employee development, and training. He is seeking a new position in his new home in Florida. His skills include customer service, client relationship management, communication, budgeting, problem solving, organization, team building, financial planning, self-management, training industry, retirement & income planning, wealth management, estate planning, risk analysis, presentations technologies, and more.
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About
I am a results-driven professional with 20 years experience. Strong customer service and client relation skills. I have 14 years experience in building a financial advisory practice developing comprehensive plans for clients based on individual needs. Prior to a successful background in retail management maximizing profits, inventory control, employee development and training. I want to take the skills and experience to a new position in my new home of Florida. Skills: Customer Service Client Relation Managing Communication Budgeting Problem Solving Organization Team Building Financial Planning Self Management Training Industry Expertise; Retirement & Income Planning Wealth Management Estate planning Risk analysis Presentations Technologies; Redtail Money Guide Pro Risk Analyzer EMoney
...See MoreWork Experience
Commercial Sales
Sales
Sales
Retail
Thomas Wormsley's Professional Milestones
- Registered Representative (2008-01-01~2012-10-01): Developed and executed effective marketing strategies to reach target audiences and drive high customer engagement.
- Management (1995-08-01~2003-01-01): Implementing strategic initiatives to increase profitability and optimize operational efficiency.
Education
Economics
Skill
Investments
Financial Planning
Small Business
Retirement
Strategic Planning
Wealth Management
Mutual Funds
Fixed Annuities
Series 7
Retirement Plan Consulting
Estate Planning
Investment Advisory
401 Retirement Savings Plans
Life Insurance
Financial Advisory
Securities
Long Term Care
Investment Strategies
Disability Insurance
Portfolio Management
Asset Management
Asset Allocation
Insurance
Research
Management
Problem Solving
Client Relations
Iras
Series 65
Key Client Relationships
Financial Analysis
Certification
Colleagues
Other Named Thomas Wormsley
Frequently asked questions
We found 3 Thomas Wormsley's email addresses
We found 1 Thomas Wormsley's phone numbers
Thomas Wormsley's social media include: Linkedin,
Thomas Wormsley works for Ace Hardware Corporation
Thomas Wormsley's role in Ace Hardware Corporation is Commercial Sales
Thomas Wormsley works in the industry of Retail
Thomas Wormsley's colleagues are David Grimes,Jeff Roark,Jon Ervin Retired Postmaster
Thomas Wormsley's latest job experience is Commercial Sales at Ace Hardware Corporation
Thomas Wormsley's latest education in University of Tennessee, Knoxville
