Tom is a Senior Associate at Solenture, LLC. , specializing in compensation, benefits, and private client services. With a background as a teacher and certifications including CRPS®, CRPC®, and AIF®, he focuses on educating individuals and businesses on financial concepts. He holds a Bachelor of Science from PennWest California.
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Experience
28 Years
Current Role
Senior Associate
Location
Greater Pittsburgh Region, United States
Personality Overview
How Tom shows up
Fair-minded
Good Listener
Appreciative
They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.
Priorities
Topics Tom cares about
Financial Education
Sees himself as a teacher above all else and aims to inform clients about financial concepts after discovering the "Rule of 72".
Retirement Planning
His career has centered on providing and servicing retirement plans, such as 401(k)s and Simple IRAs, for companies and individuals.
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Career
Work history
10-2009
Senior Associate
Solenture, LLC.
9-2007 - 8-2009
Account Executive
Mutual of America
2-2003 - 7-2007
Business Development Officer
Sky Retirement Services
8-1998 - 7-2001
Business Deveopment Offier
PNC BANK, N.A
6-1994 - 12-1996
Financil Advisor
Lincoln Financial Group
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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