Toni Tamborello

Current

• Senior Internal Wholesaler - Retirement Plans at AIM Investments
• Senior Internal Wholesaler at AIM DISTRIBUTORS, INC., Houston, TX

Past

• Regional Vice President-Wholesaler - Northern New England at Evergreen Investments
• Regional Sales Consultant at AIM Investments

Education

• University of Houston, C.T. Bauer College of Business

Connections

18 connections

Industry

Investment Management

Toni Tamborello’s Summary

Sales in the Investment Industry are my strength. I have been in the Investment industry for 23 years and have a strong passion for it. I have the following licenses: 6, 63, 7, 65. I have a strong passion for Wholesaling but have to be in Inside Sales right now, as I have a mother in the advanced stages of dementia.

Toni Tamborello’s Specialties:

Licenses: 6,63,7,65. 23 years experience. Wholesaling experience - both inside and outside

Toni Tamborello’s Experience

• Senior Internal Wholesaler - Retirement Plans

  AIM Investments

  (Public Company; 1001-5000 employees; AVZ; Financial Services industry)

  Currently holds this position

• Senior Internal Wholesaler

  AIM DISTRIBUTORS, INC., Houston, TX

  (Investment Management industry)

  2007 — Present (2 years )

• Regional Vice President-Wholesaler - Northern New England

  Evergreen Investments

  (Public Company; 10,001 or more employees; WB; Financial Services industry)

  September 2006 — January 2007 (5 months)

  Retrail Wholesaler for Wirehouse/Independent Channel for Northern New England. Strategic Consulting with Financial Advisors which included sales meetings and business planning to see where Evergreen could be a part of the Advisor's practice. Built and strengthened relationships to increase sales in Retail Funds as well as Managed Money

• Regional Sales Consultant

  AIM Investments

  (Public Company; 1001-5000 employees; AVZ; Financial Services industry)

  March 2000 — September 2005 (5 years 7 months)

  Began with a position in Business Development which including building relationships Advisors new to AIM, getting those advisors to a certain level of business and moving them to the Wholesalers.
  Then promoted to a role in Strategic Sales where I worked with a certain percentage of an External Wholesalers territory, traveling 30% of the time and then move the Advisor to the Wholesaler.
  Lastly, worked as a Regional Sales Consultant in the state of Maine, New Hampshire, Vermont where I traveled to the territory 50% of the time and managed the territory, building strong relationships and increasing the sales in the territory over 100%.

Toni Tamborello’s Education

• University of Houston, C.T. Bauer College of Business

  1997 — 2012 (expected)

Toni Tamborello’s Contact Settings

Interested In:

• career opportunities
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch