Tom Sheffield Email & Phone Number
Senior Vice President - Wealth Management
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different Tom Sheffield?
Find contact details for 700 million professionals.
Others Named Tom Sheffield
Tom Sheffield
PwC - Partner
United States
Tom Sheffield
Vice President of Sales
Yakima, WA, US
Tom Sheffield
Career Ownership Coach
Tampa, FL, US
Tom Sheffield
President
Denton, TX, US
Tom Sheffield
IAM and CIAM Working Group Champion
Minneapolis, MN, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co