Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Thomas Balistreri

Financial Advisor
Corte Madera,CA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

14
14
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Licensed Financial Advisor/IAR

Equitable Advisors
San Francisco, CA
06.2023 - Current
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Worked with clients to support understanding of rationale and details of financial strategies.

Licensed Financial Advisor/IAR

Ameritas/Principal/Prudential
San Francisco, United States
01.2011 - 02.2019
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Facilitated new client onboarding process and investment account setup.

Education

Bachelor of Arts - History

University of Wisconsin - Madison
Madison, WI
09.1978 - 06.1982

Skills

  • Investment planning
undefined

Affiliations

NAIFA, Million Dollar Round Table, Lion's Club International, Chi Psi Fraternity, Wisconsin Alumni Association

Certification

  • Securities Series 7, 63, 65 Insurance Life, Health, Disability, Long Term Care, Annuity, Variable Annuity

Timeline

Licensed Financial Advisor/IAR

Equitable Advisors
06.2023 - Current

Licensed Financial Advisor/IAR

Ameritas/Principal/Prudential
01.2011 - 02.2019

Bachelor of Arts - History

University of Wisconsin - Madison
09.1978 - 06.1982

Similar Profiles

CREATE PROFILE
Thomas BalistreriFinancial Advisor