Manager Financial

BRAD A. THOMAS

***** ********* ******

Clinton Township, MI 48035-4703

Home 586-***-****

Office 248-***-****

OBJECTIVE

To utilize my financial planning and relationship skills in a

rewarding professional career.

SKILLS AND ACCOMPLISHMENTS

. Active member of Toastmasters International.

. Chartered Federal Employee Benefit Consultant.

. Coach youth sports.

. Completed Learning International's "Professional Selling Skills"

program.

. Dale Carnegie "Award for Highest Achievement".

. Design and Implement financial plans for clients.

. Earned Certified Financial Planner credentials.

. Maintain office in credit union environment

. Managed commercial collection department.

. Member Financial Planning Association.

. Negotiated transportation contracts.

. Posses Series 6, 7, 63 and 65 licenses.

. Present seminars targeted at Federal Employees.

. Resolved client inquiries.

. Qualifying member 2003 Million Dollar Round Table.

. Sit on several non-profit boards.

. Supervise drivers and warehouse personnel.

. Wrote articles for transportation newsletter.

EXPERIENCE

Financial Planner/Manager

Peoples Trust Credit Union

Southfield, MI

2003 to Present

Financial Planner

Allmerica Financial

Southfield, MI

1999 to 2003

District Representative

Aid Association for Lutherans

Appleton, WI

1997 to 1998

Financial Advisor

Equitable Insurance Company

Troy, MI

1996 to 1997

Administrative Coordinator

Single Source Transportation

Taylor, MI

1989 to 1996

EDUCATION

Oakland University

Rochester, MI

B.A. Sociology, 1977

Macomb Community College

Warren, MI

A.A.S. General Business, 1993, Cum Laude

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