Tom Aif Location
Boston, MA, US
Tom Aif Work
- @ Strategic Retirement Partners
- 2025 - now Retirement Plan Consultant @ Strategic Retirement Partners
- 2022 - 2025 Retirement Client Advisor, VP @ Wilmington Trust
- 2016 - 2022 Sr. Retirement Plan Consultant, SVP @ People's United Bank, N.A.
- 2006 - 2016 Institutional Sales Consultant @ Transamerica
- 2005 - 2006 Inside Wholesaler @ Principal Financial Group
- 2003 - 2005 Investment Representative @ Bank of America
- 2001 - 2003 Regional Sales Representative @ Guardian Life
- 2000 - 2001 Inside Wholesaler @ John Hancock Financial Services
- 1998 - 2000 Retirement Plan Customer Service Rep @ John Hancock Financial Services
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
HS
1989 - 1993
Tom Aif Skills
- Series 63
- Financial Advisory
- Retirement Services
- Cebs
- Banking
- Fixed Annuities
- Securities Regulation
- Defined Contribution
- Retirement Planning
- Financial Planning
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 Strategic Retirement Partners, Wilmington Trust, People's United Bank and Transamerica. 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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