Tom McCartney Email & Phone Number
Manager, Founding Principal @ My Advisor & Planner
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Tom McCartney Location
- Geneva, IL, US
Tom McCartney Work
- Manager, Founding Principal @ (February 2015 - Present)
- Sr. VP, Director of Client Development @ (January 2013 - November 2014)
- Sr. VP, Wealth Management Regional Sales Manager @ (January 2009 - January 2013)
- Sr. Vice Presidnet, Chicago Sales Manager @ (January 2007 - January 2009)
- President, CEO, and Chairman of the Board @ Vision Investment Services, Inc., Vision Asset Management, Inc., and Vision Insu (January 1998 - January 2006)
- President, Chairman @ Focused Financial Services, Inc. (January 1993 - January 1999)
- Principal, Director @ Focused Investment Services, LLC (January 1994 - January 1997)
- Sr. Sales Repesentative @ Minnesota Life (January 1987 - January 1992)
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
- Account Management
- CRM
- Management
- Start-ups
- Sales
- Marketing
- Product Management
- Wealth Management
- Series 7
- Series 24
- Financial Services
- Investments
- Securities
- Asset Management
- Portfolio Management
- Equities
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
- Retirement Income Strategies
- Investment Management
- Mutual Funds
- Alternative Investments
- Asset Allocation
- Risk Management
- Fixed Income
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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Tom McCartney
Manager, Founding Principal
Geneva, IL, US
Michael Holevas
Wealth Manager
Chicago, IL, US
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