Tom Presley Email & Phone Number
Regional Managing Partner of the Southeastern Region and Wealth Advisor @ Corient
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Tom Presley Location
- Atlanta, GA, US
Tom Presley Work
- Regional Managing Partner of the Southeastern Region and Wealth Advisor @ (November 2023 - Present)
- Office Managing Partner of Atlanta and Charlotte Offices and Wealth Advisor @ (January 2023 - October 2023)
- President of Wealth Management, Partner, and Wealth Advisor @ (September 2021 - December 2022)
- Partner in Charge of Client Operations, Partner, and Wealth Advisor @ (January 2019 - August 2021)
- Partner and Wealth Advisor @ (July 2017 - December 2018)
- Wealth Advisor @ (April 2015 - June 2017)
- Senior Financial Planner @ (August 2014 - March 2015)
- Financial Planner @ (August 2011 - July 2014)
- Certified Public Accountant @ (October 2009 - July 2011)
- Tax Intern @ (May 2008 - July 2008)
- Tax and Wealth Managament Intern @ (May 2007 - July 2007)
Tom Presley Education
- University of Georgia - Terry College of Business
MAcc (BBA, Accounting, Finance)
2004-2009
Tom Presley Skills
- Investment Advisory
- Partnership Taxation
- Income Protection
- GAAP
- Financial Planners
- Sales Tax
Tom Presley Summary
- Tom Presley, based in Atlanta, GA, US, is currently a Regional Managing Partner of the Southeastern Region and Wealth Advisor at Corient. Tom Presley brings experience from previous roles at Corient. Tom Presley holds a 2004 - 2009 MAcc in BBA, Accounting, Finance @ University of Georgia - Terry College of Business. With a robust skill set that includes Investment Advisory, Partnership Taxation, Income Protection, GAAP, Financial Planners and more. Tom Presley has 2 emails and 1 mobile phone numbers on RocketReach.
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