Mark A. Thomas CLTC®, FSCP®, LACP, NSSA®

Experience

• 

  Multiple Churches

  Apr 2000 - Oct 2009

  Bi-Vocational Youth Minister
• 

  Cabarrus County Schools

  Nov 2006 - Jan 2012

  Educator
• 

  Western & Southern Life

  Dec 2011 - Nov 2018

  • Scheduled and conducted interviews for all positions.• Recruited, hired, onboarded, and trained all new staff members.• Managed weekly staffing for employees and clients.• Served as a point of contact for employees with any questions or concerns about company policy, duties, wages, promotions, or benefits.• Fielded and resolved all customer relations issues and concerns.• Advised clients as to the best options for their personal needs. • Supplied clients with expert financial advice.• Developed strategies on a case-by-case basis to assist clients in meeting financial goals, including insurance, investments, business, and property matters.• Serviced client accounts as needed.• Managed investment portfolios by consulting with clients.• Maintained certification in accordance with state and federal regulations.

  • Staff Manager & Registered Representative

    Feb 2015 - Nov 2018

  • Registered Representative

    Dec 2011 - Feb 2015
• 

  North Carolina Department of the Secretary of State

  Dec 2015 - now

  Notary Public
• 

  Carolina Asset Management

  Nov 2018 - Dec 2022

  Financial Professional

  • Supplied clients with expert financial advice.• Developed strategies on a case-by-case basis to assist clients in meeting financial goals, including insurance, investments, business, and property matters.• Serviced client accounts as needed.• Maintained certification in accordance with state and federal regulations.

• 

  New South Wealth Management

  Jan 2023 - now

  Wealth Management Advisor