Kevin Thomas' Professional Contact Details

HQ
+1 415-738-2435
Location
Dallas, Texas

Kevin Thomas' Current Company Details

NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirementB...
NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirementBased on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
retirement content
consumer internet
software as a service
financial planning
fintech
retirement planning
financial advisor
wealth management
financial iq
financial services
financial wellness
finance education
finance technology
personal finance
finance
investment management
consumers
information technology & services
saas
computer software

Kevin Thomas' Work History and Education

NewRetirement
Data Analytics Lead
2024 - Present
Brightflow AI
Analytics Lead
2022 - 2024 • 1 year
Circle
Senior Data Analyst, Risk
2021 - 2023 • 2 years
Cogni
Compliance & Risk Data Analyst
2020 - 2021 • 10 months
Anderson
Data Intelligence Project Manager
2019 - 2020 • 1 year

Others Named Kevin Thomas

Industrial Outside Sales at Elliott Electric Supply
Sr. Strategic Sourcing Specialist at MedAssets
Senior Grower Relations Manager at Florida's Natural Growers
Treasury Operations Partner at PlanSource
Manager - Internal Controls IT SOx & Automation at Philips

Frequently Asked Questions about Kevin Thomas


What company does Kevin Thomas work for?

Kevin Thomas works for NewRetirement.

What is Kevin Thomas' role at NewRetirement?

Kevin Thomas' role at NewRetirement is Data Analytics Lead.

What is Kevin Thomas' email address?

Kevin Thomas' email address is k**@newretirement.com.

What is Kevin Thomas' business email address?

Kevin Thomas' business email address is k**@newretirement.com.

What is Kevin Thomas' HQ phone number?

Kevin Thomas' HQ phone number is +1 415-738-2435.

What industry does Kevin Thomas work in?

Kevin Thomas works in the Financial Services industry.

Who are Kevin Thomas' colleagues?

Kevin Thomas' colleagues are Chelsea Power, Meg Young, Patrick Hammons and Christopher Faust.

Colleagues at NewRetirement

Head of Enterprise Success
Strategic Advisor - Sales, Marketing, Operations

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.