Thomas Monahan
Sr. Client Service Associate at Wealth Enhancement Group
- Role
- Sr Client Service Associate at Wealth Enhancement
- Location
- Gillette, NJ, US
- LinkedIn followers
- 500 followers
About Thomas Monahan
Financial professional with banking, lending and sales experience. US Army Veteran - Operation Enduring Freedom 10
Experience
Sr Client Service Associate
Mar 2023 — Present · Warren, NJ, US
Wealth Enhancement Group is an independent financial planning firm with a teamapproach to comprehensive planning and a commitment to long-term client relationships.Advisory services offered through Wealth Enhancement Advisory Services, LLC(WEAS), a registered investment advisor. Certain, but not all, investment advisorrepresentatives (IARs) of WEAS are also registered representatives of and offer securitiesthrough LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEASare separate entities from LPL. Wealth Enhancement Group is a registered trademark ofWealth Enhancement Group, LLC.For a list of states in which our advisors are licensed to do business, please
Education
Monmouth University
Bachelor’s Degree, Business Administration - Marketing
2011 — 2015
Brookdale Community College
Associate’s Degree, Social Sciences
2003 — 2011
Ocean Township High School
High School
1998 — 2002
Skills
- Sales
- Time Management
- Research
- Finance
- Powerpoint
- Microsoft Excel
- Public Speaking
- Retail Banking
- Fha Financing
- Mortgage Lending
- Communication
- Photoshop
- Customer Service
- Microsoft Word
- Team Leadership
- Social Media
- Leadership
- Marketing
- Critical Thinking
- Teamwork
- Conventional Mortgages
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