Senior Vice President, Client Operations
Tom assists in managing the client support staff and a variety of day to day operations. He is a client reporting specialist generating customized equity and fixed income reports for advisors and clients. Tom spent three years as a marketing director at Merrill Lynch producing and promoting financial seminars and informational events. Prior to that he spent five years as Vice President of KROPF Public Relations, Inc.
Tom earned a Bachelor of Science degree in Journalism from Ohio University’s E.W. Scripps School of Journalism. Tom is the President of Chatham Homeowner’s Association and previously served on the Board of Directors at CARE ALLIANCE.