Tom Dorsky Email & Phone Number
Head of FNZ Trust Company | Board Director @ FNZ Group
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Tom Dorsky Location
- Boston, MA, US
Tom Dorsky Work
- 2024 -now Head of FNZ Trust Company | Board Director @
- 2019 -2024 Managing Director - Wealth Strategies Group and Income Solutions @
- 2017 -2019 Managing Director, Schwab Investment Advisory Risk Management @
- 2016 -2017 Chief Operating Officer - ThomasPartners Investment Management @
- 2012 -2015 Chief Operating Officer @
- 2008 -2011 Global Head of Operations - Lipper @
- 2005 -2008 Global Head of Holdings and Securities - Lipper @
- 2002 -2005 Vice President @
- 1994 -2002 Vice President @
Tom Dorsky Education
- Bentley University
Bachelor of Science (Finance)
- The University of Chicago Booth School of Business
Executive Coursework
Tom Dorsky Skills
- Leadership
- Strategic Planning
- Wealth Management
- Change Management
- Coaching
- Organizational Leadership
- Cross-functional Team Leadership
- Wealth Management Services
- Strategy
- Operations Management
- Executive Management
- Global Management
- Retirement Income
- Business Strategy
- Asset Management
- Strategy Development
- Business Development
- Business Planning
- Vendor Management
- Management
- FinTech
- Financial Services
- Digital Asset Management
- Financial Markets
- Content Management
- Market Data
- Financial Analysis
- Organizational...
- Strategic Partnerships
- Investments
- Finance
- Mutual Funds
- Securities
- Equities
- Project Management
- Investment Advisory
- Start-ups
- Valuation
- Alternative Investments
- Process Improvement
- Outsourcing
- Financial Modeling
- Risk Management
- Product Management
- Corporate Advisory
- Analysis
- Consulting
- Financial Risk
- Financial Planning
- Due Diligence
- Team Building
- Financial Advisory
- Fixed Income
- Start Ups
- Compliance Management
- Hedge Funds
- Investment Management
Tom Dorsky Summary
- Tom Dorsky, based in Boston, MA, US, is currently a Head of FNZ Trust Company | Board Director at FNZ Group. Tom Dorsky brings experience from previous roles at Charles Schwab and Covestor. Tom Dorsky holds a Bachelor of Science in Finance @ Bentley University. With a robust skill set that includes Leadership, Strategic Planning, Wealth Management, Change Management, Coaching and more. Tom Dorsky has 4 emails and 2 mobile phone numbers on RocketReach.
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