Tom Parks Email & Phone Number
Director of Retirement Plan Services @ Annex Wealth Management
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Tom Parks Location
- Milwaukee, WI, US
Tom Parks Work
- 2014 -now Director of Retirement Plan Services @
- 2017 -now Member Board Of Directors @
- 2023 -now Member Board of Directors @
- 2009 -now Volunteer Trainer and Classroom Educator @
- 2017 -2022 Member Board Of Directors @
- 2020 -2021 President Of The Board Of Directors @
- 2013 -2018 Member Board Of Directors @
- 2011 -2014 Retirement Plans Specialist @ M4 Financial Partners
- 2007 -2011 Retirement Plan Consultant @ M&I Trust Company N.A.
- 2006 -2007 Communications Specialist @ M&I Trust Company N.A.
- 2003 -2006 Relationship Coordinator @ M&I Trust Company N.A.
- 2001 -2003 Communications Specialist @ M&I Trust Company N.A.
- 2000 -2000 Marketing Assistant @
- 1998 -2000 Volunteer @
Tom Parks Education
- St. Norbert College
BA (Philosophy, Economics)
1994-1998 - Marquette University High School 1990-1994
Tom Parks Skills
- 401(k) Retirement Savings Plans
- Public Speaking
- Employee Wellness
- 401k
- Employee Benefits
- Strategic Financial Planning
- Non-profits
- Wealth Management
- Financial Advisory
- Investment Advisory
- Consulting
- Business Development
- Media Relations
- Team Motivation
- Presentation Skills
- Thought Leadership
- Coaching
- Training
- Sales Presentations
- Storytelling
- Retirement Plan Consulting
- Qualified Retirement Plans
- Fiduciary Management
- Relationship Management
- Fiduciary
- Financial Education
- Fiduciary Services
- Insurance
- Retirement Planning
- Investments
- Strategic Planning
- Asset Allocation
- Financial Services
- Mutual Funds
- Non Profits
- Retirement
- Securities
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Tom Parks Summary
- Tom Parks, based in Milwaukee, WI, US, is currently a Director of Retirement Plan Services at Annex Wealth Management. Tom Parks brings experience from previous roles at Independent Business Association of Wisconsin (IBAW), Elmbrook Education Foundation, SecureFutures and Hispanic Professionals of Greater Milwaukee. Tom Parks holds a 1994 - 1998 BA in Philosophy, Economics @ St. Norbert College. With a robust skill set that includes 401(k) Retirement Savings Plans, Public Speaking, Employee Wellness, 401k, Employee Benefits and more. Tom Parks has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Annex Wealth Management Employees
Tom Parks
Director of Retirement Plan Services
Milwaukee, WI, US
Dave Spano
CFP®, President
Elm Grove, WI, US
Mark Beck
Chief Growth Officer
Brookfield, WI, US
Greg Batiansila
Director of Marketing
Jackson, WI, US
Amy Kiiskila
Director of Wealth Strategy
Milwaukee, WI, US
Naomi Ackley
Chief Compliance Officer
Waukesha, WI, US
Michael Mihm
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Brookfield, WI, US
Jim Blahnik
Director of IT
Milwaukee, WI, US
Eric Strom
Director of Financial Planning
Milwaukee, WI, US
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