Bt Thomas
VP, Associate General Counsel at TruStage (formerly CUNA Mutual Group)
- Role
- VP, Associate General Counsel at TruStage
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
About Bt Thomas
Investment advisory services offered through TruStage Investment Management, a marketing…
Experience
VP, Associate General Counsel
Jul 2023 — Present · Madison, WI, US
Education
University of Wisconsin-Madison
J.D., Law
1998 — 2000
University of Wisconsin-Eau Claire
B.B.A., Business
1994 — 1998
Skills
- Commercial Lending
- Retirement Planning
- 401k
- Investment Advisory
- Strategy
- Erisa
- Wealth Management
- Retirement
- Asset Management
- Employee Benefits
- Employment Law
- Mergers
- Loans
- Finance
- Insurance
- Mergers & Acquisitions
- Financial Services
- Investment Management
- Mutual Funds
- Risk Management
- Defined Benefit
- Pensions
- Credit
- 401(K) Retirement Savings Plans
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