Thomas Fanjoy
Nashville,Tennessee
Summary
Motivated sales professional with 7 years of experience in the financial services industry. Skilled in wholesaling, territory management, and delivering sales presentations. Looking to leverage my skills to help an organization build relationships and increase sales revenue.
Overview
10
10
years of professional experience
Work History
INSIDE WHOLESALER- Structured Products
First Trust Portfolios
01.2025 - Current
- Partner with external wholesaler to oversee territory of 2000 financial professionals in Brooklyn and Long Island; educate on financial strategies, deliver sales presentations and prospect for new opportunities.
- Distribute and market structured note offerings for JP Morgan, Citibank and UBS, consistently surpassing 12 million in monthly sales.
- Collaborate with financial professionals to provide insight on industry leading Buffered and Target Outcome ETF strategies, ranking in the top 5 territories in sales growth year to date.
SENIOR INTERNAL WHOLESALER
Jackson National
04.2018 - 12.2024
- Promoted and marketed annuity solutions to territory of 1500 financial professionals, providing product information and financial insight.
- Helped territory grow from 100 million to 200 million in 3 year time span by working with external partner to identify new opportunities and service current relationships.
- Successfully completed rigorous program to become a senior internal wholesaler by demonstrating proficiency in case design, investment knowledge, and presentations.
JUNIOR PATHWAY COORDINATOR
USTA Tennessee
01.2016 - 03.2018
- Launched Rally Cats, a beginner youth tennis program, across the state of Tennessee with more than 1000 participants in both 2016 and 2017.
- Managed program in entirety including sourcing providers, training providers on the curriculum, managing the website, and determining inventory needed.
- Conducted workshops and gave presentation to PE teachers to incorporate tennis into school curriculum; led more than 400 teachers through a workshop in 2017, more than any state in the Southern section.
Education
BACHELOR OF ARTS (B.A.) - ENGLISH AND BUSINESS
Wofford College
Spartanburg, SC05.2013
Professional Licenses
- Series 7: General Securities Representative Exam
- Series 66: Uniform Combined State Law Exam
- Series 6: Investment Company and Variable Contracts Products Representative Exam
- Series 63: Uniform Securities Agent State Law Exam
ATHLETICS AND ACHIEVEMENTS
- Wofford College NCAA Division 1 Men's Tennis: balanced 20+ hours of practice and fitness training alongside rigorous academic course load.
- The McCallie School Men's Varsity Tennis: 2 time state champion and named to All-State Team.
- 5 time state champion in junior tennis and finished #1 in North Carolina on two occasions.
Timeline
INSIDE WHOLESALER- Structured Products
First Trust Portfolios
01.2025 - Current
SENIOR INTERNAL WHOLESALER
Jackson National
04.2018 - 12.2024
JUNIOR PATHWAY COORDINATOR
USTA Tennessee
01.2016 - 03.2018
BACHELOR OF ARTS (B.A.) - ENGLISH AND BUSINESS
Wofford College