Laurie Thomas

Director Client Experience at IAM - Menlo Park, California, United States

Laurie Thomas's Contact Details
HQ
(415) 358-0138
Location
San Francisco,California,United States
Company
IAM
Laurie Thomas's Company Details
IAM logo, IAM contact details

IAM

Menlo Park, California, United States • 2 Employees
Financial Services

Contact us at LaurieT@iamadvisors.comSchedule a free 30 minute consultationClients on four continents trust International Asset Management (IAM), a Registered Investment Advisory firm, to help them grow their investment portfolios and attain their financial goals. We provide portfolio management, financial planning, and financial consulting services to individuals and small businesses on a discretionary or consultative basis.Our expatriate clients benefit from a relationship with a financial services firm that is based in the United States but that specializes in expatriate financial issues and global investment strategies. We understand the expatriate lifestyle because we have been there ourselves.Our US clients benefit from a global investment approach and a network of professionals to help with any financial planning need.As an IAM client, you can always count on dealing directly with a financial advisor who holds the highest professional credentials in their field and who has the experience to take a proactive approach to offering guidance specifically tailored to your situation.

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Laurie Thomas currently works for IAM.
Laurie Thomas's role at IAM is Director Client Experience.
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Laurie Thomas works in the Financial Services industry.
Laurie Thomas's phone number is (415) 358-0138
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