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Thomas Regan

Thomas Regan

Tennis Professional

location of Thomas ReganVienna, Virginia, United States

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  • Timeline

  • About me

    Finance Student at Virginia Tech

  • Education

    • Marshall High School

      2017 - 2021

      Activities and Societies: Varsity Tennis Team | National Honor Society | National Business Honor Society | Investment Club

    • Virginia Tech

      2021 - 2025
      Financial Planning and Wealth Management (CFPR) Senior

      Activities and Societies: Theta Chi Fraternity | VT Financial Planning Association

  • Experience

    • Cardinal Hill Swim & Racquet

      Aug 2018 - Jun 2022
      Tennis Professional

    • Lake Fairfax Park

      Jun 2022 - Aug 2022
      Manager

    • Keystone Asset Management Inc

      May 2023 - Aug 2023
      Asset Management Intern Analyst

    • Wells Fargo Advisors

      May 2024 - Aug 2024
      Wealth and Investment Management Intern

  • Licenses & Certifications

    • EMoney Fundamentals Certification

      EMoney Advisor
      Dec 2024

    • Securities Industry Essentials (SIE)

      FINRA
      Aug 2024

    • Envestnet Institute On Campus

      Envestnet, Inc
      Nov 2024
      View certificate certificate

    • Bloomberg Market Concepts

      Bloomberg
      Dec 2023
      View certificate certificate

    • Holistiplan Certification

      Holistiplan
      Dec 2024

  • Volunteer Experience

    • Founder

      Issued by St. Thomas Church SHARE Shuttle on Jun 2020
      St. Thomas Church SHARE ShuttleAssociated with Thomas Regan