Tom Kindle Email & Phone Number
Director, Wealth Solutions, BNY Pershing @ Pershing, a BNY Mellon company
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Tom Kindle Location
- Phoenix, AZ, US
Tom Kindle Work
- 2018 -now Director, Wealth Solutions, BNY Pershing @
- 2015 -now Vice President – Sr. Relationship Manager at Pershing Advisor Solutions, a BNY Mellon company @
- 2011 -2015 Vice President - Practice Management Consultant @
- 2006 -2011 Business Management Consultant, Schwab Advisor Services @
Tom Kindle Education
- University of California - Davis
Masters (Business)
2000 - University of California - Davis
Master Of Business Administration (Marketing, Finance)
1998-2000 - Northwestern University
Bachelor Of Arts (History)
1988-1992
Tom Kindle Skills
- salesforce
- Microsoft Dynamics CRM
- Microsoft Teams
- Communication Training
- Peer Leadership
- Regulatory Training
- Embraces Change
- Form W-2
- Experience Design
- P&L Management
- P&L Reporting
- Pricing Strategy
- Team Motivation
- Strategic Initiatives
- Identifying Trends
- Social Influence
- Executive Visibility
- Executive Reporting
- Emerging Trends
- Executive Coaching
- Executive Management
- Growth Strategies
- Customer Relationship Management (CRM)
- Emerging Leaders
- Marketing Strategy
- Interpersonal Skills
- Relationship Building
- Analytical Skills
- Presentation Skills
- Project Management
- Account Management
- Insurance
- Sales Management
- Problem Solving
- Business Development
- Sales
- Analytics
- Consultative Selling
- 63 Licenses
- Business Case Preparation
- Business Case Development
- Written Communication
- Continuous Process Improvement
- Communication
- Presentations
- Leadership Communication
- Business Insights
- Enterprise Consulting
- Series 7
- Financial Services
- Mergers
- Investment Advisory
- Wealth Management
- Investments
- Mergers & Acquisitions
- Series 63
- Finance
- Start-ups
- Leadership
- Asset Management
- Business Planning
- Financial Advisory
- Strategy
- Mutual Funds
- Positioning
- Keynote Speaker
- Consulting
- Planning
- Channel
- Prospects
- Rias
- Net
- Producers
- Business Administration
- Mapping
- Road
- FMCG
- Legal
- Liability
- Reinsurance
- Merrill Lynch
- Watershed Management/Storm Water
- Texas
- Management
- Design
- Public Relations
- Human Capital
- General Electric
- Engaging
- Major Accounts
- CRM
- RIA
- Casualty Insurance
- Managed Agency
- Public Speaking
- Personal Development
- Face To Face
- Incentive Programs
- Profit
- Atis
- Legal Writing
- Engagements
- Engineering
- Persuasion
- Life Insurance
- Agreement
- Sold
- Microsoft Excel
- New Business Development
- Property
- Piloting
- Training
- Policy
- Distributors
- Scottsdale
- Audience
- Surveying
- Safeco
- Intranet
- Conferences
- Subject Matter Expert
- Organizational Design
- American
- Roll
- Pest Control
- Chicago
- Loans
- Water
- Written
- Advertising Agency
- Power
- Wastewater
- Economics
- Yahoo
- Coordination
- Joining
- Event Planning
- Conventions
- Client Focused
- Fidelity
- Infrastructure Management
- Modeling
- SOAP
- Advertising
- Strategic Planning
- Privacy Law
- Licensing
- Marketing
- Toronto
- Credit
- Sales Trainings
- Choicepoint
- Project
- Series 24
- Coupons
- Contractual Agreements
- Compensation
- Paper
- Brokers
- Independence
- Country
- Websites
- Responsibility
- Six Sigma
- Phoenix
- Regulations
- Boot
- International
- Art
- Efficiencies
- Comparison
- Presenter
- Google Groups
- Internships
- Portals
- HEV
- Trade Shows
- History
- Start Ups
- Advertising Operations
- Electronics
- Underwriting
- San Francisco
- Canada
- Photogrammetry And Remote Sensing
- Rate
- Agents
- Collateral
- Geospatial
- Budgets
- Due Diligence
- Meetings
- Summit
- Mergers and Acquisitions
- Architecture
- Recruiting
- Ford
- Selling
Tom Kindle Summary
- Tom Kindle, based in Phoenix, AZ, US, is currently a Director, Wealth Solutions, BNY Pershing at BNY Pershing. Tom Kindle brings experience from previous roles at Pershing Advisor Solutions, a BNY Mellon company, Pershing LLC, a BNY Mellon company and Charles Schwab. Tom Kindle holds a Masters in Business @ University of California - Davis. With a robust skill set that includes salesforce, Microsoft Dynamics CRM, Microsoft Teams, Communication Training, Peer Leadership and more. Tom Kindle has 2 emails and 1 mobile phone numbers on RocketReach.
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