Tom Dorsky, CFA®

Trailblazer
DISC Type : ID

Head of FNZ Trust Company | Board Director at FNZ Group

Boston, Massachusetts, United States

Overview

Tom Dorsky is a seasoned executive with over 20 years of experience driving growth and transformation in financial services. As CEO and Board Director of FNZ Trust Company, he leverages deep expertise in wealth management and operational excellence. He holds a Bachelor of Science from Bentley University and Series 7, 9, & 10 certifications.

People frequently describe him as a transparent, action-oriented, and inspiring leader who is deeply knowledgeable in the financial services and asset management sectors.

Personality Overview

Friendly But Fast

Achievement-Oriented

Charismatic

They do not mind taking risks and can make hard decisions, if necessary.  They are charming and have the ability to align others behind their decisions. They respond better to a combination of speed and relationship.

Topics They Care About

Wealth Transformation
His career focuses on executing winning business strategies and driving organizational transformation for firms in wealth management and global custody.
Operational Excellence
With multiple COO roles on his resume, he has a proven track record of enhancing trading efficiency, managing risk, and overseeing large-scale operational functions.
FinTech Growth
He led Covestor, a venture-backed FinTech investment advisor, through to its acquisition, and has shown interest in the FinTech space.

Media Appearances

Tom has no verified media appearances

Work History

4-2024
Head of FNZ Trust Company | Board Director at FNZ Group
8-2019 - 1-2024
Managing Director - Wealth Strategies Group & Income Solutions at Charles Schwab
7-2017 - 8-2019
Managing Director, Schwab Investment Advisory Risk Management at Charles Schwab
5-2016 - 7-2017
Chief Operating Officer - ThomasPartners Investment Management at Charles Schwab
3-2012 - 5-2015
Chief Operating Officer at Covestor

Education

Bachelor of Science from Bentley University
Executive Coursework from The University of Chicago Booth School of Business

More Information

Social Presence :

Prographics :

Exp : 30 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Head of FNZ Trust Company | Board Director at FNZ Group
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Build a trustworthy relationship while keeping the product center-stage
  • Ask them for a lunch or coffee once some rapport has been established
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don’t hesitate from asking them how they truly feel about your product
  • Avoid unnecessary negativity or slowness
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Tom

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Tom move?

  • If you earn their trust and they develop faith in the product, they can make decisions quickly.
  • Can Tom take some risk or not?

  • They can take risks if necessary.

You And Tom

Personality Compatibility


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