Tom Aif Email & Phone Number
Retirement Plan Consultant @ Strategic Retirement Partners
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Tom Aif Location
- Boston, MA, US
Tom Aif Work
- now
- 2025 -now Retirement Plan Consultant @
- 2022 -2025 Retirement Client Advisor, VP @
- 2016 -2022 Sr. Retirement Plan Consultant, SVP @
- 2006 -2016 Institutional Sales Consultant @
- 2005 -2006 Inside Wholesaler @
- 2003 -2005 Investment Representative @
- 2001 -2003 Regional Sales Representative @
- 2000 -2001 Inside Wholesaler @
- 1998 -2000 Retirement Plan Customer Service Rep @
- 1997 -1998 Senior Operations Administrator @
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
- 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 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 on RocketReach.
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