Thomas W Muscarella is a high-skilled expert, working in KMG Private Wealth Management on the position of Client Service Manager since 2011. This person has earned professional experience in more than seven positions at different companies. Thomas W Muscarella went to the Virginia Polytechnic Institute and State University and was studying from 2006 to 2010. Thomas W Muscarella has such qualifications as Certified Financial Planner Tm, Certificate of Completion: Javascript Fundamentals, and Certificate of Completion: Sql Fundamentals. Camarillo, California is the city, where this person was known to be settled. Thomas W Muscarella's contacts are accessed through this website on demand.
Name variants:
Tom Muscarella,
Tommy Muscarella,
Damerl Muscarella
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 11, 2022
Email
th**@gmail.com, tm**@gateway.net, th**@sbcglobal.net
Location
Camarillo, CA
Company
KMG Private Wealth Management
Workplace
Client Service Manager
Work History
Financial Planning Associate
• Updated and prepared client financial statements in Principia CAMS (Client Account Management System).
• Generated and reviewed investment performance reports for annual client review meet...
Jun 2010 — Aug 2010
Regional Tournament Coordinator
• Competitively selected to coordinate and launch the first Virginia Tech "Pnock Out Pneumonia" Dodgeball Tournament aimed towards raising awareness about the risks and realities of childhoo...
Mar 2010 — May 2010
Philanthropy Committee Chair
• Responsible for the promotion and outreach of Phi Beta Delta philanthropy fundraising events.
• Conducted and facilitated monthly meetings for Phi Beta Delta Philanthropy Committee that i...
Jan 2009 — Jan 2010
Team Captain
• Recruited Virginia Tech student representatives from various service organizations to participate and support cancer research.
• Scheduled team meetings to establish strategies for fundrai...
Jan 2008 — Jan 2010
Student Representative for Virginia Tech Certified Financial Planning Program
• Promoted Virginia Tech Certified Financial Planning Program to independent investment advisors at annual IMPACT Charles Schwab Conference located in San Diego, CA.
• Coordinated in-depth a...
Sep 2009 — Sep 2009
Budget Analyst Intern
• Participant in the Federal Student Career Experience Program (SCEP) at the Radford Army Ammunition Plant.
• Updated budget database system with receipts, invoices, cost reports and cost qu...
Mar 2008 — Jan 2009
Education
Occupations
Financial Broker
Financial Consultant
Service Manager
Accountant
Finance and Accounting Specialist
Supporting Member
Financial Services Professional
Financial Services Sales Agent
Service Operations Expert
Operations Manager
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Strategic Financial Planning
Tax Preparation
Investments
Budgeting
Leadership
Management
Microsoft Office
Financial Analysis
Customer Service
Financial Services
Finance