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Tom Prior Location
Westwood, MA, US
Tom Prior Work
EVP Sales @ (September 2008 - Present)
Sales @ (March 2007 - September 2008)
EVP Sales @ Upstream Technologies (January 2000 - March 2007)
Sales @ SandPoint (January 1991 - January 1996)
Sales Executive @ (January 1988 - January 1991)
Exec Sales @ Cullinet Software (January 1981 - January 1988)
Sales Engineer @ Geisco (January 1979 - January 1981)
Tom Prior Education
University of Massachusetts Amherst
Tom Prior Skills
Alternative Investments
Financial Advisory
Series 63
Team Building
Strategic Partnerships
Fixed Annuities
Fixed Income
Bonds
Executive Management
Retirement Planning
Sales
Wealth Management Services
Portfolio Management
Capital Markets
Investments
Relationship Management
Finance
401k
Investment Advisory
Asset Allocation
Financial Services
Morningstar
Wealth Management
Asset Managment
Mutual Funds
Equities
FINRA
Java
Investment Strategies
Marketing
Asset Management
Separately Managed Accounts
Series 24
Business Strategy
ETFs
Trading Systems
Trading
Separately Managed
Retirement
Series 65
Series 7
Securities
Hedge Funds
Investment Management
Financial Markets
Tom Prior Summary
Tom Prior, based in Westwood, MA, US, is currently a EVP Sales at LifeYield. Tom Prior brings experience from previous roles at Fiserv, Upstream Technologies, SandPoint and Oracle. Tom Prior holds a University of Massachusetts Amherst. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Team Building, Strategic Partnerships and more.
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