Tom Mudlaff Email & Phone Number
President, United Brokerage Services, Inc and Chief Operating Officer, United Wealth Management @ United Bank
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Tom Mudlaff Location
- Chevy Chase Village, MD, US
Tom Mudlaff Work
- President, United Brokerage Services, Inc and Chief Operating Officer, United Wealth Management @ (November 2017 - Present)
- Chief Operating Officer @ (January 2017 - Present)
- Senior Vice President, Supervision and Controls @ (April 2013 - July 2017)
- President @ Capital One Financial Advisors (May 2010 - April 2013)
- President @ Chevy Chase Financial Services (July 2004 - May 2010)
- Vice President, Head of Product Management and Development, Global Liquidity Strategies @ (January 2000 - June 2004)
- Analyst and Associate @ (February 1993 - December 1999)
Tom Mudlaff Education
- Bradley University
Bachelor of Science (Business)
- DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (Financial Management, Finance)
Tom Mudlaff Skills
- Alternative Investments
- Asset Allocation
- Asset Managment
- Banking
- Business Strategy
- Change Management
- Compliance
- Culture Change
- Equities
- Executive Reporting
- Financial Services
- Finra
- Fixed Income
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Product Development
- Product Management
- Retirement
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Series 24
- Series 63
- Series 65
- Series 7
- Strategic Financial Planning
- Strategic Planning
- Team Leadership
- Thought Leadership
- Wealth Management
Tom Mudlaff Summary
- Tom Mudlaff, based in Chevy Chase Village, MD, US, is currently a President, United Brokerage Services, Inc and Chief Operating Officer, United Wealth Management at United Bank. Tom Mudlaff brings experience from previous roles at United Brokerage Services, Capital One, Capital One Financial Advisors and Chevy Chase Financial Services. Tom Mudlaff holds a Bachelor of Science in Business @ Bradley University. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Managment, Banking, Business Strategy and more. Tom Mudlaff has 8 emails and 4 mobile phone numbers on RocketReach.
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