1998 - 2006 President, CEO, and Chairman of the Board @ Vision Investment Services, Inc., Vision Asset Management, Inc., and Vision Insu
1993 - 1999 President, Chairman @ Focused Financial Services, Inc.
1994 - 1997 Principal, Director @ Focused Investment Services, LLC
1987 - 1992 Sr. Sales Repesentative @ Minnesota Life
Tom McCartney Education
University of Wisconsin-Eau Claire
Bachelor of Business Administration (BBA) (Marketing/Marketing Management, General)
1982 - 1986
Tom McCartney Skills
Series 66
Business Development
Strategic Planning
New Business Development
Leadership
Business Strategy
Sales Management
Marketing Strategy
Strategy
Strategic Partnerships
Tom McCartney Summary
Tom McCartney, based in Geneva, IL, US, is currently a Manager, Founding Principal at My Advisor & Planner. Tom McCartney brings experience from previous roles at Northern Trust Wealth Management, Northern Trust Corporation and Vision Investment Services, Inc., Vision Asset Management, Inc., and Vision Insu. Tom McCartney holds a 1982 - 1986 Bachelor of Business Administration (BBA) in Marketing/Marketing Management, General @ University of Wisconsin-Eau Claire. With a robust skill set that includes Series 66, Business Development, Strategic Planning, New Business Development, Leadership and more. Tom McCartney has 2 emails on RocketReach.
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