Tom Sheffield Email & Phone Number
Senior Vice President - Wealth Management
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Tom Sheffield Location
- Laguna Beach, CA, US
Tom Sheffield Work
- 2015 -now Senior Vice President - Wealth Management @ Sheffield & Sutton Wealth Management - UBS Financial Services, Inc.
- 2006 -2015 Senior Vice President - Investments @
- 1991 -2006 Partner @ Crowell, Weedon & Co.
Tom Sheffield Education
- UCLA
Economics (Economics)
1979-1983 - UCLA
Economics (wealth management)
1979-1983
Tom Sheffield Skills
- Customer Service
- Sales
- Strategic Planning
- Strategy
- Investments
- Process Improvement
- Underwriting
- Commercial Banking
- Disposition
- Financial Markets
- Mediation
- Investment Advisory
Tom Sheffield Summary
- Tom Sheffield, based in Laguna Beach, CA, US, is currently a Senior Vice President - Wealth Management at Sheffield & Sutton Wealth Management - UBS Financial Services, Inc.. Tom Sheffield brings experience from previous roles at Sheffield & Sutton Financial Strategies Group of Wells Fargo Advisors, LLC and Crowell, Weedon & Co.. Tom Sheffield holds a 1979 - 1983 Economics in Economics @ UCLA. With a robust skill set that includes Customer Service, Sales, Strategic Planning, Strategy, Investments and more. Tom Sheffield has 1 mobile phone numbers on RocketReach.
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