Tom Bonner

Retirement Benefits Specialist at Our Infinite Company
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Experience

    • 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).

    • 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.

    • 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
    1976 - 1980

Community

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