
Thomas Woolen
Financial and marketing analysis and planning. Researching market trends and conditions and applying results to real world... | High Point, North Carolina, United States
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Thomas Woolen’s Location High Point, North Carolina, United States
Thomas Woolen’s Expertise Financial and marketing analysis and planning. Researching market trends and conditions and applying results to real world investment scenarios as well as using trends in consumer behavior to formulate marketing strategies. Also helping people reach their financial goals and dreams. I hold several investment licences and am proficient in statistical analysis software such as Excel and Stata. I use my skills in several areas: (1) Analyzing financial market trends and reaching conclusions. Formulating investment recommendations and strategies based on my research and analysis. (2) Marketing Research: Finding and measuring consumer behavior and predicting/forecasting strategies to meet the demand. (3) Working closely with individuals to help them reach their financial goals and dreams. Whether it be getting out of debt, saving for retirement, saving for a vacation, or college education funding, I’m here to help. Much like a financial coach, I am there to guide people through the process (4) Leading and training of others. Any business or organization will not grow to meet the growing market potential without expansion and recruitment of sharp people. Recruiting, training, and motivating others is a strength.
Thomas Woolen’s Current Industry Lincioln Financial
Thomas
Woolen’s Prior Industry
Wells Fargo
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Pfs Investments
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Lincioln Financial
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Work Experience

Lincioln Financial
Worksite UL Analyst
Fri Feb 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Pfs Investments
District Leader
Tue Feb 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Wells Fargo
Financial Crimes Specialist
Tue Jan 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)