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
- 2023 -now Regional Managing Partner of the Southeastern Region and Wealth Advisor @
- 2023 -2023 Office Managing Partner of Atlanta and Charlotte Offices and Wealth Advisor @
- 2021 -2022 President of Wealth Management, Partner, and Wealth Advisor @
- 2019 -2021 Partner in Charge of Client Operations, Partner, and Wealth Advisor @
- 2017 -2018 Partner and Wealth Advisor @
- 2015 -2017 Wealth Advisor @
- 2014 -2015 Senior Financial Planner @
- 2011 -2014 Financial Planner @
- 2009 -2011 Certified Public Accountant @
- 2008 -2008 Tax Intern @
- 2007 -2007 Tax and Wealth Managament Intern @
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, BBA in 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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