Summary
Overview
Work History
Education
Skills
Timeline
Generic

Thomas Lorance

Greenville,TX

Summary

Dynamic financial leader with a proven track record at Eckard Enterprises, driving over $90 million in oil and gas investments. Expert in client relationship management and sales strategy, fostering strong connections with high-net-worth individuals. Adept at team leadership and process improvement, consistently delivering innovative growth solutions.

Overview

12
12
years of professional experience

Work History

Director of Wealth Management

Eckard Enterprises
Allen, TX
09.2022 - 07.2025
  • Sold over $90,000,000 of oil and gas investments to private investors.
  • Worked with 300+ high income, high net worth investors.
  • Cultivated strong client relationships through consistent communication and support.
  • Conducted educational webinars and on-stage presentations.
  • Developed presentations for prospective clients highlighting company capabilities.
  • Maintained knowledge of industry trends to foster innovative growth strategies.
  • Established effective relationships with internal departments including marketing and finance.

Financial Advisor

Northwestern Mutual
Dallas, TX
09.2019 - 09.2022
  • Developed personalized financial plans for diverse client needs.
  • Reviewed and updated client portfolios periodically for alignment with goals.
  • Collaborated with legal and tax professionals to optimize client plans.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

Motorman

Patterson-UTI
Odessa, TX
09.2017 - 09.2019
  • Operated drilling rigs and ensured equipment functionality during operations.

Partner

LCDcycle
Richardson, TX
10.2013 - 09.2017
  • Managed daily operations and logistics for all business activities.
  • Developed marketing strategies to boost brand awareness and customer engagement.
  • Oversaw financial planning, budgeting, and expense management processes.
  • Recruited, trained, and supervised staff to ensure effective team performance.
  • Implemented operational policies to streamline processes and improve efficiency.

Education

Some College (No Degree) - Mechanical Engineering

ECPI University
Virginia Beach, VA

Skills

  • Financial planning
  • Team leadership
  • Client relationship management
  • Sales strategy
  • Business development
  • Investor relations
  • Industry knowledge
  • Coaching and mentoring
  • Team building
  • Process improvement

Timeline

Director of Wealth Management

Eckard Enterprises
09.2022 - 07.2025

Financial Advisor

Northwestern Mutual
09.2019 - 09.2022

Motorman

Patterson-UTI
09.2017 - 09.2019

Partner

LCDcycle
10.2013 - 09.2017

Some College (No Degree) - Mechanical Engineering

ECPI University

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