Dan Thomason
Financial Consultant II with First Citizens Investor Services, Inc.
- Role
- Financial Consultant Ii Senior Vice President at First Citizens Wealth
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
Experience
Financial Consultant Ii Senior Vice President
Apr 2005 — Present
Education
North Carolina State University
Bachelor of Arts (BA)
1997 — 2002
Skills
- Investments
- Mutual Funds
- Financial Planning
- Investment Strategies
- Alternative Investments
- Customer Service
- Financial Services
- Retirement Planning
- Life Insurance
- Financial Advisory
- Portfolio Management
- Wealth Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.