Thomas Bartolomeo has been working as a Managing Partner in Legacy Wealth Management since 2012. Moreover, this person has on-the-job experience at more than eight companies in the related field. Thomas has a total work experience of 30+ years. Thomas Bartolomeo studied at the Boston University from 1984 to 1988. Now this expert lives in Boca Raton, Florida region. Find this person's actual phone number and email through SoftwareOfficial search.
Name variants:
Tom Bartolomeo,
Tommy Bartolomeo,
Damerl Bartolomeo
Last updated Jun 21, 2024
Contact Information
Workplace
Colleagues
Work History
Managing Partner
I have combined 11 years in the insurance industry, along with 12 years experience in the fee based financial advising and founded Legacy Wealth Management in 2012. Together with my team, I ...
from Nov 2012
Financial Advisor
3566 Capital Ave southwest, Battle Creek, MI 49015
2003 — 2008
Financial Advisor
At Paine Webber I became a true believer in the Consultive process and began to develop the fee based consulting practice that has blossomed into what is Legacy Wealth Management today.
Dec 2000 — Dec 2002
Agency Manager
200 Park Ave, New York, NY 10016
My detailed knowledge of insurance related products and insurance planning has proved invaluable in helping provide comprehensive plans and advise today.
Jan 1992 — Dec 2000
Education
1984 — 1988
Occupations
Executive
Managing Partner
Accountant
Finance and Accounting Specialist
Vice President
Partner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Wealth Management Services
Client Relationship Management
Financial Planning
Market Analysis
Office Management
Wealth Management
Financial Advisory
Management
Insurance
Finance
FAQs about Thomas Bartolomeo
What's the main profession of Thomas Bartolomeo?
Thomas is a Managing Partner.
What are the profession of The professional?
These person's professions are Executive and Managing Partner
Where does Thomas Bartolomeo currently live?
Thomas Bartolomeo lives in Boca Raton, Florida.
How many companies did Thomas Bartolomeo work at?
Thomas Bartolomeo worked at eight jobs.
Where has Thomas Bartolomeo studied?
Thomas studied at the Boston University from 1984 to 1988.
Are there any industries Thomas Bartolomeo works in?
Thomas works in Financial Services industry.
Are there any special skills, that Thomas Bartolomeo has?
This person has such skills as Wealth Management Services, Client Relationship Management, Financial Planning, Market Analysis, Office Management, and Wealth Management.