Profile
Jeffery M.
Thomas worked as a Client Services Director at Van Kampen Asset Management from 2007 to 2008.
He also worked as a Client Services Director at Affinity Investment Advisors LLC (Old) and as a Vice President & Director-Western Region at Sage Advisory Services Ltd.
Co. from 2010 to 2011.
He was a Director at Sunwest Bank.
Mr. Thomas graduated from Western State University College of Law with a graduate degree and from California State University-Fullerton with an undergraduate degree.
Former positions of Jeffery M. Thomas
Companies | Position | End |
---|---|---|
Van Kampen Asset Management
Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts. | Corporate Officer/Principal | 2008-03-30 |
Affinity Investment Advisors LLC (Old)
Affinity Investment Advisors LLC (Old) Investment ManagersFinance Founded in 1992, Affinity Investment Advisors LLC is a registered investment advisor located in Irvine, California | Corporate Officer/Principal | 2007-04-29 |
Sunwest Bank
Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Director/Board Member | - |
Sage Advisory Services Ltd. Co.
Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients. | Sales & Marketing | - |
Training of Jeffery M. Thomas
Western State University College of Law | Graduate Degree |
California State University-Fullerton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Affinity Investment Advisors LLC (Old)
Affinity Investment Advisors LLC (Old) Investment ManagersFinance Founded in 1992, Affinity Investment Advisors LLC is a registered investment advisor located in Irvine, California | Finance |
Van Kampen Asset Management
Van Kampen Asset Management Investment ManagersFinance Van Asset Management is a registered investment advisor and mutual fund manager headquartered in Houston, Texas. The firm traces its origins to 1927 when Kenneth Stevens Van Strum founded Van Strum Financial Service. In 1934, the firm was renamed Van Strum & Towne, Inc. In 1994, Van Kampen Merritt and American Capital merged, creating Van Kampen American Capital. In June 1996, Van Kampen American Capital was acquired by Morgan Stanley. In 1998, Van Kampen American Capital changed their name to Van Kampen Asset Management. Can Kampen Asset Management is a division of Morgan Stanley Investment Banking. Their ultimate parent is Morgan Stanley (NYSE: MS). The firm's products include mutual funds, closed-end funds, separately managed accounts, 529 portfolios, unit trusts and insurance trusts. | Finance |
Sage Advisory Services Ltd. Co.
Sage Advisory Services Ltd. Co. Investment ManagersFinance Sage Advisory Services Ltd. Co. (Sage) is a SEC-registered investment advisor and holding firm headquartered in Austin, Texas. The firm was founded by Robert Smith III and Mark MacQueen in 1996. Sage specializes in domestic and international fixed income, balanced and equity portfolio management for individual and institutional clients. | Finance |
Sunwest Bank
Sunwest Bank Regional BanksFinance SunWest Bank engages in the provision of commercial banking services. It works with small-medium businesses, privately held corporations, family offices, and real estate developers and investors. The company was founded by James Engbarth in 1969 and is headquartered in Irvine, CA. | Finance |
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