Tom Casper Email & Phone Number
Director of Sales @ SyntheticFi
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Tom Casper Location
- Winter Park, FL, US
Tom Casper Work
- 2026 -now Director of Sales @
- 2018 -now President @
- 2023 -2026 Sr. Vice President - South East Region @
- 2022 -2023 Sr. Vice President - Wealth Management @
- 2020 -2022 Managing Director - Head of Investor Relations @
- 2014 -2018 Private Wealth Manager @
- 2013 -2014 Regional Vice President @
- 2011 -2012 Vice President @ San Francisco Private Equity Firm
- 2009 -2011 National Sales Director @
- 2007 -2009 Regional Vice President @
- 2006 -2007 Senior Vice President - Investments @
- 2001 -2006 Senior Vice President @
- 1996 -2000 Financial Advisor @
- 1989 -1996 S-3A Viking SENSO - Master Training Specialist @ US Navy VS-38 Red Griffins
- 1988 -1996 US Naval Aircrewman - S3 Viking @
Tom Casper Education
- Chapman University
Bachelor of Business Administration - BBA (Accounting and Finance)
Tom Casper Skills
- Financial Advisory
- Private Equity
- Capital Raising
- Consultative Selling
- Recruiting
- Entrepreneurship
- Sales
- Sales Management
- Executive Search
- Consulting
- Asset Management
- Wealth Management
- Estate planning
- Financial Planning
- Executive Coaching
- Public Speaking
- Career Counseling
- Financial Recruiting
- Career Development Coaching
- Consultative Sales Management
- Business Advisory
- Investment Advisory Services
- Debt & Equity Financing
- Business Consulting
- Sales Training
- National Sales Training
- Interview Preparation
- sales coaching
- Business Development Consultancy
- Family office
- Career Management
- Personal Financial Planning
- Investment services recruiting
- Wealth management recruiting
- Outsourced Sales Management
- business development sales recruiting
- Career Transion
- Inside sale
- Compensation consultation
- Compensation evaluation
- Outsourced sales mentoring
- Financial Servies
- Retained recruitment
- Wealth Advisor
- National Sales Manager
- External wholesalers
- TTI Insights VAA
- Business Development
Tom Casper Summary
- Tom Casper, based in Winter Park, FL, US, is currently a Director of Sales at SyntheticFi. Tom Casper brings experience from previous roles at Adaptive Solutions Consulting LLC, SAM Wealth Management, Lyons Wealth Management and Pintar Investment Company. Tom Casper holds a Bachelor of Business Administration - BBA in Accounting and Finance @ Chapman University. With a robust skill set that includes Financial Advisory, Private Equity, Capital Raising, Consultative Selling, Recruiting and more. Tom Casper has 4 emails and 2 mobile phone numbers on RocketReach.
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Top SyntheticFi Employees
Tom Casper
Director of Sales
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Cooper Richmond
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Wayne Zhou
软件工程师
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