Tom Casper's Location
Winter Park, FL, US
Tom Casper's Work
- Sr. Vice President - South East Region @ SAM Wealth Management
- President @ Adaptive Solutions Consulting LLC
- Sr. Vice President - Wealth Management @ Lyons Wealth Management
- Managing Director - Head of Investor Relations @ Pintar Investment Company
- Private Wealth Manager @ Creative Planning
- Regional Vice President @ Mercer Advisors
- Vice President @ San Francisco Private Equity Firm
- National Sales Director @ Lyons Wealth Management
- Regional Vice President @ Hunt Valley Wealth
- Senior Vice President - Investments @ Wachovia Securities Financial Network
Tom Casper's Education
- Chapman University
Bachelor of Business Administration - BBA (Accounting and Finance)
Tom Casper's Skills
- Career Management
- Estate Planning
- Financial Advisory
- Debt and Equity Financing
- Career Transion
- Consultative Selling
- Financial Recruiting
- Consulting
- Public Speaking
- Business Consulting
Tom Casper's Summary
Tom Casper, based in Winter Park, FL, US, is currently a Sr. Vice President - South East Region at SAM Wealth Management, bringing experience from previous roles at Adaptive Solutions Consulting LLC, Lyons Wealth Management, Pintar Investment Company and Creative Planning Inc.. Tom Casper holds a Bachelor of Business Administration - BBA in Accounting and Finance @ Chapman University. With a robust skill set that includes Career Management, Estate Planning, Financial Advisory, Debt and Equity Financing, Career Transion and more, Tom Casper contributes valuable insights to the industry. Tom Casper has 3 emails on RocketReach.
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