Tom Neroni Email & Phone Number
Senior Vice President, Head of Advisor Integrations and Operations @ Sequoia Financial Group
5 free lookup(s).
Tom Neroni Location
- Cleveland, OH, US
Tom Neroni Work
- 2025 - now Senior Vice President, Head of Advisor Integrations and Operations @
- 2021 - 2025 Senior Vice President, Advisor Group Lead @
- 2018 - 2021 Vice President, Customer Success Operations @
- 2011 - 2018 Managing Director, Client Services Group @
- 2009 - 2011 Director, Finance @
- 2008 - 2011 CFO - Commercial Banking @
- 1998 - 2008 Senior Vice President @ National City Corporation
- 1996 - 1997 Manager, General Accounting @
- 1990 - 1996 Various Finance and Accounting Positions @
- 1990 - 1996 Finance @
Tom Neroni Education
- Miami University
BS (Finance)
1986 - 1990 - St. Ignatius High School 1982 - 1986
Tom Neroni Skills
- Financial Analysis
- Banking
- Financial Modeling
- Credit
- Strategic Financial Planning
- Portfolio Management
- Credit Analysis
- Management
- Managerial Finance
- Accounting
- Loans
- Commercial Lending
- Treasury Management
- Cash Management
- Investments
- Commercial Banking
- Asset Management
- Risk Management
- Finance
- Financial Services
- Wealth Management
- Credit Risk
- Retail Banking
- Financial Planning
- Client Services
- Saint
- Marketing
- Customer Service
- Project Management
- Services
Tom Neroni Summary
- Tom Neroni, based in Cleveland, OH, US, is currently a Senior Vice President, Head of Advisor Integrations and Operations at Sequoia Financial Group. Tom Neroni brings experience from previous roles at Sequoia Financial Group, OnShift, PNC and Key Bank. Tom Neroni holds a 1986 - 1990 BS in Finance @ Miami University. With a robust skill set that includes Financial Analysis, Banking, Financial Modeling, Credit, Strategic Financial Planning and more. Tom Neroni has 6 emails and 6 mobile phone numbers on RocketReach.
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