Thomas O'Shaughnessy Email & Phone Number
SASI 401k is now TPA People, Inc.
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Thomas O'Shaughnessy Location
- Chicago, IL, US
Thomas O'Shaughnessy Work
- 2025 -now SASI 401k is now TPA People, Inc. @ SASI 401k is now TPA People, Inc.
- 2023 -now Company Owner Retirement Third Party Adminsitration Firm @ SASI 401k
- 2019 -2024 Chief Operating Officer for the Trust- Later Plan Consultant Association Retirement Program @
- 2019 -2024 Chief Operating Officer for the Trust- Later Plan Consultant Association Retirement Program @
- 2017 -2019 Senior Director Corporate Benefits Group @
- 2014 -2016 Managing Director @ BKD Wealth Advisors
- 2014 -2015 President – Retirement Planning Services @
- 2010 -2014 Principal- Director of Marketing and Sales @
- 2003 -2010 Regional Marketing Director @
- 2003 -2010 Regional Marketing Director @
- 2001 -2002 Regional Vice President @
- 1996 -2000 Retirement Plans Sales Associate @ Scudder Investments
- 1996 -1999 Retirement Plans Specialist @
Thomas O'Shaughnessy Education
- College for Financial Planning
Master of Science - MS (Personal Financial Planning)
2016-2018 - University of Illinois at Urbana-Champaign
Bachelor of Arts (B.A.)
1988-1992
Thomas O'Shaughnessy Skills
- Retirement
- Retirement Planning
- Mutual Funds
- Pensions
- Employee Benefits
- Financial Advisory
- Small Business
- Fixed Annuities
- Defined Benefit
- Financial Services
- Retirement Plan Consulting
- Investments
- ERISA
- Valuation
- Marketing
- Insurance
- Life Insurance
- Morningstar
- Wealth Management
- Series 7
- Disability Insurance
- 401k
- 401(k) Retirement Savings Plans
Thomas O'Shaughnessy Summary
- Thomas O'Shaughnessy, based in Chicago, IL, US, is currently a SASI 401k is now TPA People, Inc. at SASI 401k is now TPA People, Inc.. Thomas O'Shaughnessy brings experience from previous roles at SASI 401k, AVMA PLIT, AVMA LIFE and Marcum Financial Services LLC. Thomas O'Shaughnessy holds a 2016 - 2018 Master of Science - MS in Personal Financial Planning @ College for Financial Planning. With a robust skill set that includes Retirement, Retirement Planning, Mutual Funds, Pensions, Employee Benefits and more. Thomas O'Shaughnessy has 1 emails and 1 mobile phone numbers on RocketReach.
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