Experience

Stokes Family Office

• United States
• Investment Management
• 1 - 100 Employee

• Senior Vice President

  • Jan 2023 - 1 year

  Grapevine, Texas, United States Based in New Orleans and advising clients across the nation, Stokes Family Office is a wealth management practice, servicing the needs of high net worth families and institutions. Thomas Greuling has opened our Texas office in Grapevine, TX with a primary focus on Institutional clients. https://stokesfamilyoffice.com/about-us/ Since 1987, we have provided straightforward, pragmatic advice to successful families and institutions seeking financial clarity. We… Show more Based in New Orleans and advising clients across the nation, Stokes Family Office is a wealth management practice, servicing the needs of high net worth families and institutions. Thomas Greuling has opened our Texas office in Grapevine, TX with a primary focus on Institutional clients. https://stokesfamilyoffice.com/about-us/ Since 1987, we have provided straightforward, pragmatic advice to successful families and institutions seeking financial clarity. We provide: **Financial Planning **Portfolio Construction **Tax and Estate Planning **ERISA 3(21) or 3(38) Fiduciary to 401(k) as well as other Retirement Plan Trustees To learn more, please visit us at www.stokesfamilyoffice.com or listen to our Podcast @ https://lagniappe.stokesfamilyoffice.com/ Show less



CellarBrowser, Inc.

• President & Owner

  • Mar 2022 - 1 year 10 months

  United States I joined CellarBrowser, Inc. as President and part owner. www.cellarbrowser.com



Self-employed

• Real Estate
• 1 - 100 Employee

• Entrepreneur-Unternehmer-Emprendedor

  • Jul 2021 - 2 years 6 months

  Grapevine, Texas, United States



AlphaInsights

• Consultant

  • Oct 2021 - Dec 2022

  United States Hourly consulting contracts as a subject matter expert.



GLG

• Legal Services
• 1 - 100 Employee

• Consultant

  • Oct 2021 - Dec 2022

  United States Hourly consulting as a subject matter expert.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• VP, Account Executive

  • Jan 2019 - Jun 2021

  United States Account Executive for Fidelity HSA services. Doubled our client base for Tax Exempt market in 2 years. Helped design marketing and product strategy for HSA team nationwide. Additionally, I was part of FCAT (Fidelity Center for Applied Technology) Founderie program with an idea I co-founded which evolved to early incubation stage. Achieved sales goal for 16/17 years over my institutional sales career at Fidelity. Retired from Fidelity 6/30/2021.

• Vice President, Retirement Director

  • Feb 2004 - Jun 2019

  Served as VP, Director who was the architect of solutions for Defined Contribution (401K primarily), Non-Qualified, Defined Benefit, HSA, H&W, Payroll, and Stock Plan Solutions for companies. At Fidelity, we built awesome retirement plans with industry leading benefit capabilities. My team worked extensively with internal and external centers of influence for the solutions created. I placed over 600 companies to Fidelity's services. These plans represented billions in new assets to Fidelity. I… Show more Served as VP, Director who was the architect of solutions for Defined Contribution (401K primarily), Non-Qualified, Defined Benefit, HSA, H&W, Payroll, and Stock Plan Solutions for companies. At Fidelity, we built awesome retirement plans with industry leading benefit capabilities. My team worked extensively with internal and external centers of influence for the solutions created. I placed over 600 companies to Fidelity's services. These plans represented billions in new assets to Fidelity. I also referred leads to colleagues in other regions which contributed many additional billions to Fidelity's assets under administration.

• Fixed Income and Options Specialist

  • May 2000 - Feb 2004

  Conducted options and fixed income trades. Consulted clients on fixed income products and suitability to their strategy. Conducted trades in Spanish, German and primarily English. Developed database and outbound call focused strategy that substantially raised sales numbers of our team. Consistent innovator and top performer.

• Senior Trader

  • Apr 1998 - May 2000

  Traded all types of securities. Conducted significant activity in IPOs for high net-worth clients. Also spent time as senior employee trading specialist who conducted complicated trades for senior Fidelity employees.