Thomas Whitfield joins the case design team here at Quantum, where he collaborates closely with the sales team day to day to create customized case illustrations tailored to each client’s financial goals. He analyzes client information such as age, gender, premium amounts, and objectives for growth or income to determine the optimal product designs. He is currently completing his degree in financial planning at Arizona State University, and though he is new to the industry, he is grateful and eager for the opportunity to directly apply what he’s learning to real-world planning strategies. His interest in finance was originally sparked through countless conversations with his dad about the stock market, which inspired him to switch his major from cybersecurity.
Beyond work, Thomas enjoys spending time with friends and family — being a Scottsdale native keeps everyone close by. He also likes to hit the gym and stay active with his three dogs.
CONTACT ME TO LEARN MORE:
800.440.1088
Thomas Whitfield
Case Design Specialist
Thomas Whitfield joins the case design team here at Quantum, where he collaborates closely with the sales team day to day to create customized case illustrations tailored to each client’s financial goals. He analyzes client information such as age, gender, premium amounts, and objectives for growth or income to determine the optimal product designs. He is currently completing his degree in financial planning at Arizona State University, and though he is new to the industry, he is grateful and eager for the opportunity to directly apply what he’s learning to real-world planning strategies. His interest in finance was originally sparked through countless conversations with his dad about the stock market, which inspired him to switch his major from cybersecurity.
Beyond work, Thomas enjoys spending time with friends and family — being a Scottsdale native keeps everyone close by. He also likes to hit the gym and stay active with his three dogs.
CONTACT ME TO LEARN MORE:
800.440.1088
