Tom Mayer Email & Phone Number
Chief Executive Officer @ Shepherd Financial, LLC
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Tom Mayer Location
- Carmel, IN, US
Tom Mayer Work
- 2024 -now Chief Executive Officer @
- 2015 -now Founding Partner @
- 2004 -2014 Co-Founder @ 401K TEAM @ CAMI, LLC
Tom Mayer Education
- University of Pittsburgh 2007-2007
- PU
Bachelor Of Science (Counseling)
1998-2002
Tom Mayer Skills
- Retirement Plan Consulting
- Qualified Retirement Plans
- 401k
- Retirement Readiness
- Fiduciary Services
- Fiduciary Management
- Series 7
- Series 6
- Series 65
- ERISA
- Retirement Planning
- Strategy
- Business Strategy
- Management
- Sales
- Strategic Planning
- Leadership
Tom Mayer Summary
- Tom Mayer, based in Carmel, IN, US, is currently a Chief Executive Officer at Shepherd Financial, LLC. Tom Mayer brings experience from previous roles at Shepherd Financial, LLC and 401K TEAM @ CAMI, LLC. Tom Mayer holds a 2007 - 2007 University of Pittsburgh. With a robust skill set that includes Retirement Plan Consulting, Qualified Retirement Plans, 401k, Retirement Readiness, Fiduciary Services and more. Tom Mayer has 1 emails and 4 mobile phone numbers on RocketReach.
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