Tom Sauer Email & Phone Number
Senior Wealth Manager @ Convergent Financial Partners
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Tom Sauer Location
- Charlotte, NC, US
Tom Sauer Work
- 2024 -now Senior Wealth Manager @
- 2018 -now Financial Planner at Pruco Securities, LLC @ Prudential Financial
- 2015 -2017 Financial Advisor @ Waddell & Reed
- 2005 -2015 Financial Solutions Advisor @
Tom Sauer Education
- Purdue University
Bachelor of Science (B.S.)
1985-1989
Tom Sauer Skills
- Leadership
- Financial Reporting
- Project Management
- Business Analysis
- Financial Analysis
- Strategy
- Budgets
- Portfolio Management
- Certified Financial
- Investments
- Relationship Management
- Financial Services
- Wealth Management
- Financial Planning
- Series 7
Tom Sauer Summary
- Tom Sauer, based in Charlotte, NC, US, is currently a Senior Wealth Manager at Convergent Financial Partners. Tom Sauer brings experience from previous roles at Prudential Financial, Waddell & Reed and Bank of America Merrill Lynch. Tom Sauer holds a 1985 - 1989 Bachelor of Science (B.S.) @ Purdue University. With a robust skill set that includes Leadership, Financial Reporting, Project Management, Business Analysis, Financial Analysis and more.
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