Tom Bonner
Retirement Benefits Specialist at Our Infinite Company- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Our Infinite Company
-
United States
-
Financial Services
-
Retirement Benefits Specialist
-
Jul 2021 - Present
Specializing in educating teachers on their state pension plan and their district approved tax sheltered savings options (403B, 457B, IRP, IRA's-Traditional & Roth). Certified by the Educational Retirement Program and licensed by the State of Texas (license #1029334). Specializing in educating teachers on their state pension plan and their district approved tax sheltered savings options (403B, 457B, IRP, IRA's-Traditional & Roth). Certified by the Educational Retirement Program and licensed by the State of Texas (license #1029334).
-
-
-
TF Harper & Associates LP
-
1 - 100 Employee
-
Sr. Estimator
-
Mar 2009 - Jun 2019
Provided financial accounting, cost budgeting, contract administration and supervision of bidding projects. Provided financial accounting, cost budgeting, contract administration and supervision of bidding projects.
-
-
-
Benchmark Financial Services
-
Israel
-
Financial Services
-
1 - 100 Employee
-
Mortgage Loan Officer & Insurance Agent
-
May 1992 - Mar 2009
Responsible for originating mortgage loans and insurance contracts. Certified and Licensed by the State of Texas as a Mortgage Loan Officer (NMLS License #1902425) and General Lines Insurance Agent (License #1029334). Responsible for originating mortgage loans and insurance contracts. Certified and Licensed by the State of Texas as a Mortgage Loan Officer (NMLS License #1902425) and General Lines Insurance Agent (License #1029334).
-
-
-
-
Licensed Insurance Agent
-
Apr 1985 - May 1992
Established a personal lines insurance agency selling and servicing insurance contracts (auto, home, life, health and small comercial insurance markets). State of Texas License #1029334. Established a personal lines insurance agency selling and servicing insurance contracts (auto, home, life, health and small comercial insurance markets). State of Texas License #1029334.
-
-
-
-
Auditing Officer
-
Nov 1980 - Apr 1985
Supervised staff auditors in performing financial examinations to verify the accuracy of bank financial records and made recommendations to management for closer internal control. Supervised staff auditors in performing financial examinations to verify the accuracy of bank financial records and made recommendations to management for closer internal control.
-
-
Education
-
Long Island University
Bachelor of Science - BS, Accounting and Business/Management