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Tom Casper Location
Winter Park, FL, US
Tom Casper Work
Director of Sales @ (January 2026 - Present)
President @ (February 2018 - Present)
Sr. Vice President - South East Region @ (July 2023 - January 2026)
Sr. Vice President - Wealth Management @ (July 2022 - August 2023)
Managing Director - Head of Investor Relations @ (March 2020 - February 2022)
Private Wealth Manager @ (November 2014 - February 2018)
Regional Vice President @ (March 2013 - November 2014)
Vice President @ San Francisco Private Equity Firm (February 2011 - December 2012)
National Sales Director @ (November 2009 - October 2011)
Regional Vice President @ (November 2007 - November 2009)
Senior Vice President - Investments @ (October 2006 - November 2007)
Senior Vice President @ (February 2001 - October 2006)
Financial Advisor @ (June 1996 - November 2000)
S-3A Viking SENSO - Master Training Specialist @ US Navy VS-38 Red Griffins (November 1989 - June 1996)
US Naval Aircrewman - S3 Viking @ (January 1988 - January 1996)
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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