Quy Thomas

Equitable Advisors/Karr Barth Associates | Inclusion Strategist

Role
Complex Lead Onboarding Manager at Equitable Advisors
Location
Philadelphia, PA, US
LinkedIn followers
500 followers

About Quy Thomas

I specialize in financial wellness, community economics, and helping diverse populations…

Experience

  1. Complex Lead Onboarding Manager

    Equitable Advisors

    Jun 2022 — Present · Bala-Cynwyd, PA, US

Education

  • Strayer University

    Bachelor of Business Administration - BBA

  • College for Financial Planning

    Master of Science - MS

    2025

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Quy Thomas — Complex Lead Onboarding Manager at Equitable Advisors in Philadelphia, PA, US | Unifers