Eamon Twomey, MBA in

Eamon Twomey, MBA

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Senior Vice President - Operations & Technology, IMA Advisors at IMA Financial Group, Inc.
📍 Denver Metropolitan Area, United States

Eamon Twomey is a seasoned financial services executive with over 25 years of experience leading operations, strategy, and large-scale integrations for multibillion-dollar firms. A University of Denver EMBA alumnus, he is recognized for his expertise in wealth management, risk, and clearing operations, currently serving as SVP of Operations & Technology at IMA Advisors.

Deeply committed to his alma mater, Eamon serves on the Executive Advisory Board for the University of Denvers Daniels College of Business. He is also an Adjunct Professor in the EMBA program, where he enjoys mentoring and educating the next generation of talented business professionals.

Unique fact: Eamon holds an extensive and rare combination of twelve different FINRA securities licenses, including Series 3, 7, 24, and 63.

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Experience
23 Years
Current Role
Senior Vice President - Operations & Technology, IMA Advisors
Job Level
Leadership
Location
Denver Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Eamon cares about

Large-Scale Integrations
Led several key workstreams during the multi-year, $2B integration of TD Ameritrade at Charles Schwab, which involved converting 18 million accounts.
Wealth Management Ops
Has extensive experience managing custody and clearing functions for over $8 trillion in assets, including tax reporting, settlements, and regulatory controls.
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Career

Work history

2-2026
Senior Vice President - Operations & Technology, IMA Advisors
IMA Financial Group, Inc.
4-2024 - 10-2025
Head of Operations & Client Service
Innovayte
1-2022
Adjunct Professor - MBA Programs
Daniels College of Business
4-2017 - 1-2024
Managing Director / Senior Vice President, Operational Services
Charles Schwab
8-2015 - 4-2017
Vice President, Advisor Services
Charles Schwab
In the press

Media appearances

Eamon Twomey | Daniels College of Business. Featured in Daniels College of Business (University of Denver)
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Three Exceptional Alumni. Featured in Daniels College of Business (University of Denver)
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Education
Executive MBA
University of Denver - Daniels College of Business
Bachelor of Science - BS
Marist University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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