Tom Casper Location
Winter Park, FL, US
Tom Casper Work
- 2026 - now Director of Sales @ SyntheticFi
- 2018 - now President @ Adaptive Solutions Consulting LLC
- 2023 - 2026 Sr. Vice President - South East Region @ SAM Wealth Management
- 2022 - 2023 Sr. Vice President - Wealth Management @ Lyons Wealth Management
- 2020 - 2022 Managing Director - Head of Investor Relations @ Pintar Investment Company
- 2014 - 2018 Private Wealth Manager @ Creative Planning
- 2013 - 2014 Regional Vice President @ Mercer Advisors
- 2011 - 2012 Vice President @ San Francisco Private Equity Firm
- 2009 - 2011 National Sales Director @ Lyons Wealth Management
- 2007 - 2009 Regional Vice President @ Hunt Valley Wealth
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
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 3 emails and 1 mobile phone numbers on RocketReach.
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Top SyntheticFi Employees
-
Tom Casper
Director of Sales at SyntheticFi
Winter Park, FL, US35+ -
Soliel Geronimo
Operations Specialist at SyntheticFi
San Diego, CA, US21
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