Miguel Thomas
Account Executive at JR Capital, LLC- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Series 63
FINRA (Financial Industry Regulatory Authority)Nov, 2018- Nov, 2024 -
Series 7
FINRA (Financial Industry Regulatory Authority)Oct, 2018- Nov, 2024 -
wall street prep certification
Wall Street Prep
Experience
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JR Capital, LLC
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United States
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Financial Services
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1 - 100 Employee
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Account Executive
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Aug 2022 - Present
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loanDepot
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United States
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Financial Services
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700 & Above Employee
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Senior Licenced lending officer
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Jun 2021 - Jan 2023
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Vanguard
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United States
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Financial Services
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700 & Above Employee
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High networth investment consultant
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Aug 2018 - Jun 2019
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Az Solar Solutions Llc
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United States
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Construction
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Senior Sales Consultant
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Aug 2015 - Apr 2016
Responsible for the design, sales and implementation aspects of PV solar systems for residential and commercial properties. • Attend meetings between key decision makers and potential clients as well as current commercial and residential solar customers in alliance with Tucson Electric Power’s Go Green program. • Interact with clients in all sales stages – assigned to an average of 5 projects at a time. • Manage projects effectively and recognized for sound decision making skills. • Train other employees on successful sales and closing techniques. • Significant Contributions – closed $100K of sales within 3 months of hire & promoted to senior sales consultant Show less
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Education
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2014 - 2018
University of Arizona - Eller College of Management
Bachelor of Science (BS), Finance & Entrepreneurship
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