Thomas E. Whitlock
Director, Consumer Investments Performance Manager
- Role
- Performance Manager at Bank of America Merrill Lynch
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
Experience
Performance Manager
Feb 2025 — Present
Education
Fairfield University
Bachelor of Science
2008 — 2012
Skills
- Financial Analysis
- Strategic Financial Planning
- Fixed Income
- Financial Modeling
- Research
- Powerpoint
- Microsoft Excel
- Asset Management
- Bloomberg
- Wealth Management
- Microsoft Word
- Outlook
- Retirement Planning
- Mutual Funds
- Asset Allocation
- Social Networking
- Series 7
- Investments
- Microsoft Office
- Bloomberg Terminal
- Investment Strategies
- Alternative Investments
- Finance
- Valuation
- Series 66
- Insurance
- Portfolio Management
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