
Retirement and Institutional Sales Professional
Greater Atlanta Area

Retirement and Institutional Sales Professional
Greater Atlanta Area
2 more...
Tom is an experienced sales and sales management professional having spent nearly 30 years in financial services, twenty years of which has been within the retirement industry. His experience spans sales, sales management, direct and intermediary sales. He has built a solid track record of success in the area of complex retirement plans as well as institutional investment strategies.
He is driven and focused on achieving corporate objectives. He possesses significant experience in developing strategic plans and the implementation of those plans. Tom has a solid track record of leading high performing sales teams providing, strategy, negotiation skills, mentoring, sales training and development. Tom is a strong leader who works closely with a sales team striving to directly support their efforts in selling, acting as an internal advocate and providing clear communication and strategic direction.
Tom is a highly motivated, focused, success oriented individual. Integrity and the establishment of solid relationships are the key elements of his long term track record of success.
Retirement Plans, FINRA Licenses - Series 63, 65, 4 ,7 & 24
Short Term Missions, Sports, Family