Jack Twomey

Sales Desk Consultant @Transamerica Financial Advisors, Inc.

Greenville, SC, US
MOBILE NUMBERS
+18•••••••71

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WORK HISTORY

Jun 2025 — Present

Sales Desk Consultant @Transamerica Financial Advisors, Inc.

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EDUCATION

2017 — 2018

High Point University

Masters of Business Administration , Business Administration and Management, General

2013 — 2017

High Point University

B.S.B.A., Business Administration

SKILLS

Planning Budgeting & ForecastingLeadershipAdvanced Excel SkillsClient RelationsCustomer Service

ABOUT JACK TWOMEY

Driven Financial Advisor with 5+ years experience in the Financial Services Industry. I am a natural leader who is able to use both my interpersonal and analytical skills with my clients to truly understand what is most important to them, and build their tailored financial strategies accordingly. As a Financial Advisor who is skilled in active listening and problem solving, I have been able to assist my clients with whatever financial needs and goals they may have. financial planning, financial analysis, as well as providing a high level of customer service. I have advanced skills in Excel, Microsoft SharePoint and public speaking. I am looking forward to using my skills, talents, and experiences in my career as a Financial Advisor.

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