Tom Damato Email & Phone Number
Director, Wealth Management Coach @ TIAA
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Tom Damato Location
- Maryville, TN, US
Tom Damato Work
- 2024 -now Director, Wealth Management Coach @
- 2017 -2026 Wealth Management Advisor @
- 2015 -2017 Vice President, Private Advisor @
- 2010 -2015 Financial Advisor @
- 2008 -2011 FSR @
- 2007 -2008 Vice President of National Sales @ Universal Hosiery
- 2002 -2005 Buyer @ Proffitt's
Tom Damato Education
- Emory University - CFP Education
Certificate in Financial Planning
2018-2019 - SUNY at Buffalo
BA (History)
1989-1993
Tom Damato Skills
- Finance
- Retirement Savings
- Investment Advisory
- 401k Rollovers
- Asset Protection Strategies
- Purchasing
- Wealth Management
- Portfolio Review
- Asset Allocation
- Sales
- Banking
- Management
- Microsoft Office
- Loans
- Retirement Plan Rollover and Consolidations
- Process Improvement
- Marketing
- Retirement
- Retirement Planning
- Term Life Insurance
- IRAs
- Life Insurance
- Estate Considerations
- Retail
- Investment Strategies
- Financial Advisory
- Series 7
- Mutual Funds
- Insurance
- Leadership
- Customer Service
- Fixed Annuities
- Roth IRA
Tom Damato Summary
- Tom Damato, based in Maryville, TN, US, is currently a Director, Wealth Management Coach at TIAA. Tom Damato brings experience from previous roles at TIAA, BB&T, Edward Jones and First Tennessee Bank. Tom Damato holds a 2018 - 2019 Certificate in Financial Planning @ Emory University - CFP Education. With a robust skill set that includes Finance, Retirement Savings, Investment Advisory, 401k Rollovers, Asset Protection Strategies and more. Tom Damato has 1 emails and 3 mobile phone numbers on RocketReach.
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