Tom Farrell Email & Phone Number
Wealth Management Advisor @ TIAA
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Tom Farrell Location
- Indianapolis, IN, US
Tom Farrell Work
- 2017 -now Wealth Management Advisor @
- 2016 -2017 Sales Executive @
- 2013 -2016 Business Development Manager @ Sheaff Brock Investment Advisors
- 2012 -2013 Director of Sales and Marketing @
- 2010 -2012 Senior Regional Business Consultant @
- 2009 -2010 Business Development Consultant @
- 2007 -2009 Internal Business Consultant @
- 2005 -2007 Financial Advisor @ Nationwide Insurance and Financial Service
- 2004 -2005 Financial Advisor @ Waddell & Reed
- 2001 -2004 Manager of Customer Care @ The Telluride Controls Company
- 1999 -2001 Assistant Dean of Admissions @ Woodward Academy
- 1998 -1999 Manager @ Houston's Restaurant
- 1997 -1998 Assistant Chef @ Butterfield's Seafood
- 1997 -1997 Restaurant and Banquets and Catering Department Intern @ Shereton Palace Hotel
Tom Farrell Education
- Michigan State University
Bachelor of Science (B.S.) (Food Systems Economic Management)
1990-1994
Tom Farrell Skills
- Financial Services
- 401k Rollovers
- life insurane
- Investment Planning
- mutligenerational wealth planning
- Retirement Planning
- Retirement Services
- Risk Management
- Securities
- Strategic Planning
- Wealth Preservation Planning
- Investments
- Mutual Funds
- Business Development
- Financial Advisory
- CRM
- Sales Operations
- Business Analysis
- Strategy
- Series 7
- Strategic Financial Planning
- Portfolio Management
- Financial Planning
- Problem Solving
- Leadership
- Management
- Sales
- Finance
- Succession Planning
- Training
- Selling Skills
- Separately Managed Accounts
- Selling
- Cold Calling
- Wealth Management
- Client
- Unified Managed Accounts
- Team Leader
- Problem Solver
- Microsoft Office
- Portfolio Performance Analysis
- Sales Rep Training
- Cold Calling Experience
- Qualifying Prospects
- Skilled at using all Microsoft Office Products
- Work with Sales Force
- Able to use Albridge and other data aggregation systems
- Seminar and Presentation skills
- Consultative Selling Approach
- Detailed Listener
- Sales Strategy Design
- Prospecting
- Tax knowledge
- sales training
- Client probing trainer
- Retention Specialist
- Virtual Sales
- Signal Providing Investement Solutions
- Erp
- Customer Relationship Management (CRM)
- Customer Relationship Management Crm
- Learning Management
- Instructional Design
- Human Resources
- Training Delivery
- Microsoft Excel
- Instructor Led Training
- Needs Analysis
- Project Management
- Process Improvement
- ADDIE
- Coaching
- Analysis
- Workshop Facilitation
- Cornerstone
- Adobe Connect
- Performance Consulting
- Learning Management Systems
- Program Management
- Customer Relationship Management
Tom Farrell Summary
- Tom Farrell, based in Indianapolis, IN, US, is currently a Wealth Management Advisor at TIAA. Tom Farrell brings experience from previous roles at Blue Horseshoe, Sheaff Brock Investment Advisors, Purcell Advisory Services, LLC and Curian Capital. Tom Farrell holds a 1990 - 1994 Bachelor of Science (B.S.) in Food Systems Economic Management @ Michigan State University. With a robust skill set that includes Financial Services, 401k Rollovers, life insurane, Investment Planning, mutligenerational wealth planning and more. Tom Farrell has 3 emails and 4 mobile phone numbers on RocketReach.
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