Tom Carroll Email & Phone Number
Director @ Baird
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Tom Carroll Location
- Madison, WI, US
Tom Carroll Work
- 2012 -now Director @
- 2008 -now Certified Financial Planner and Senior Investment Consultant @
- 2008 -2012 Senior Vice President and Branch Manager @
- 1985 -2016 Sponsor @ United WayWomen in Leadership
- 1985 -2008 Vice President, Branch Manager @
- 1983 -1985 Financial Advisor @ EF Hutton
Tom Carroll Education
- US Army Command & General Staff College
Graduate (Strategy & Military Science)
1989-1990 - Marquette University
English Language and Literature/Letters (English Language and Literature/Letters)
1974-1975 - St. Norbert College
Bachelor of Arts (Proprietor, The Long Branch Saloon Kamels Senior Honors Covocation Tau Lambda Upsilon Fraternity SNC Radio Host - The Jazz Hour (with co -host JP Fetherston III) Gaelic Phallic)
1967-1974 - Saint George High School
College Prep
1963-1967 - St. Norbert College
B.A.
- US Army Adjutant General Officer Basic
Tom Carroll Skills
- Financial Planning
- Investments
- Retirement Planning
- Estate Planning
- Asset Management
- Strategic Financial Planning
- Series 7
- Asset Managment
- Wealth Management
- Mutual Funds
- Wealth
- Retirement
- Investment Strategies
- Finance
- FINRA
- Asset Allocation
- 401k
- Series 63
- Financial Advisory
- Portfolio Management
- Series 24
- Leadership
- Banking
- Investment Advisory
- Securities
- Alternative Investments
- Uniform Combined State Law
- 401(k) Retirement Savings Plans
- Trading
- Public Speaking
- Uniform Combined State
- 401k Retirement Savings Plans
- Business Development
- Strategic Financial
- Microsoft Excel
- 401 Retirement Savings Plans
Tom Carroll Summary
- Tom Carroll, based in Madison, WI, US, is currently a Director at Robert W. Baird & Co.. Tom Carroll brings experience from previous roles at Robert W. Baird & Co., United WayWomen in Leadership and Smith Barney. Tom Carroll holds a 1989 - 1990 Graduate in Strategy & Military Science @ US Army Command & General Staff College. With a robust skill set that includes Financial Planning, Investments, Retirement Planning, Estate Planning, Asset Management and more. Tom Carroll has 2 emails on RocketReach.
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