Thomas Underwood
- Role
- Bright Wealth Management
- Location
- Ashland, VA, US
- LinkedIn followers
- 500 followers
Experience
Present
Education
Campbell University
BBA, Trust and Wealth Management
2006 — 2011
Campbell University
MBA, Finance
2009 — 2011
Skills
- Strategic Financial Planning
- Portfolio Management
- Wealth
- Asset Allocation
- Retirement Planning
- Banking
- Loans
- Financial Planning
- Investments
- Underwriting
- Private Banking
- Risk Management
- Series 7
- Relationship Management
- Wealth Management
- Consumer Lending
- Mortgage Lending
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