Tom Croxton Email & Phone Number
Managing Director, Independent Advisors @ Mariner Wealth Advisors
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Tom Croxton Location
- Oakland, CA, US
Tom Croxton Work
- Managing Director, Independent Advisors @ (November 2024 - Present)
- Head of Advisor Recruiting @ (January 2024 - November 2024)
- Managing Director @ (December 2022 - January 2024)
- Vice President, Business Development and Integration @ (March 2013 - January 2022)
- Assistant Vice President, High Net Worth Consultant @ (June 2010 - February 2013)
- Internal Advisory Consultant @ (January 2008 - July 2010)
- Senior Service Center Representative @ (January 2006 - January 2008)
- Associate @ Financial Designs LTD (January 2005 - January 2006)
Tom Croxton Education
- San Diego State University-California State University
Bachelor's degree (Financial Planning and Services)
2001-2005
Tom Croxton Skills
- Wealth Management
- Investments
- Estate Planning
- Asset Allocation
- Insurance
- Alternative Investments
- Philanthropy
- Foundations
- Research
- Service Operation
- Securities
- Series 7
- Series 24
- Series 63
- Series 65
- Microsoft Excel
- Morningstar
- Customer Relationship Management (CRM)
- Leadership
- Team Building
- Relationship Development
- Business Development
- Sales
- Sales Operations
- Management
- Business Strategy
- Strategic Planning
- Regulatory Compliance
- Business Management
- Strategic Policy Development
- Customer Relationship Management Crm
- Portfolio Management
- Financial Modeling
- Software as a Service Saas
- Business Analysis
- Vendor Management
- Strategy
- Program Management
- Cross Functional Team Leadership
- Business Intelligence
- Zephyr Style Advisor
- Business Process Improvement
- Project Management
- Integration
- Financial Advisory
- Bonds
- Retirement Planning
- Data Analysis
- Financial Technology
- Finance
- Financial Services
- Mutual Funds
- FINRA
- Microsoft Office
- Stocks
- Customer Relationship Management
- Software as a Service
Tom Croxton Summary
- Tom Croxton, based in Oakland, CA, US, is currently a Managing Director, Independent Advisors at Mariner. Tom Croxton brings experience from previous roles at Compound, Mariner, Mariner Advisor Network and LPL Financial. Tom Croxton holds a 2001 - 2005 Bachelor's degree in Financial Planning and Services @ San Diego State University-California State University. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Asset Allocation, Insurance and more. Tom Croxton has 3 emails and 3 mobile phone numbers on RocketReach.
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