Tom Aif Email & Phone Number
Retirement Plan Consultant @ Strategic Retirement Partners
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Tom Aif Location
- Boston, MA, US
Tom Aif Work
- Retirement Plan Consultant @ (March 2025 - Present)
- Retirement Client Advisor, VP @ (August 2022 - March 2025)
- Sr. Retirement Plan Consultant, SVP @ (April 2016 - August 2022)
- Institutional Sales Consultant @ (September 2006 - April 2016)
- Inside Wholesaler @ (March 2005 - September 2006)
- Investment Representative @ (August 2003 - March 2005)
- Regional Sales Representative @ (October 2001 - August 2003)
- Inside Wholesaler @ (June 2000 - September 2001)
- Retirement Plan Customer Service Rep @ (November 1998 - June 2000)
- Senior Operations Administrator @ (September 1997 - November 1998)
Tom Aif Education
- The Wharton School
Certified Employee Benefit Specialist & Retirement Plan Associate Designations
2010-2012 - Boston College
BS (Business/Marketing)
1993-1997 - Bishop Feehan High School
High School Diploma
1989-1993
Tom Aif Skills
- Series 63
- Financial Advisory
- Retirement Services
- Cebs
- Banking
- Fixed Annuities
- Securities Regulation
- Defined Contribution
- Retirement Planning
- Financial Planning
- Nqdc
- Investments
- Relationship Management
- Series 6
- 401k Retirement Savings Plans
- 401k
- Retirement Plan Consulting
- Financial Services
- Mutual Funds
- Non Qualified Deferred Compensation
- Real Estate
- Defined Benefit
- Rpa
- Retirement
- Series 65
- Series 7
- 403b
- Fiduciary
- Series 66
- Asset Allocation
- Wealth Management
- Financial Wellness
- Employee Education
- Financial Advice
- Life Accident And Health
- 401 Retirement Savings Plans
Tom Aif Summary
- Tom Aif, based in Boston, MA, US, is currently a Retirement Plan Consultant at Strategic Retirement Partners. Tom Aif brings experience from previous roles at Wilmington Trust, People's United Bank, Transamerica and Principal Financial Group. Tom Aif holds a 2010 - 2012 Certified Employee Benefit Specialist & Retirement Plan Associate Designations @ The Wharton School. With a robust skill set that includes Series 63, Financial Advisory, Retirement Services, Cebs, Banking and more. Tom Aif has 3 emails and 1 mobile phone numbers on RocketReach.
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