Tom Simonson Email & Phone Number
Partner and Managing Director @ Creative Planning Retirement Services
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Tom Simonson Location
- Charlotte, NC, US
Tom Simonson Work
- Partner and Managing Director @ (December 2021 - Present)
- Senior Vice President @ (August 2012 - December 2021)
- Principal @ (August 2003 - August 2012)
- VP of Sales - Retirement Services @ (January 1996 - January 2003)
Tom Simonson Education
- Wake Forest University
Master of Business Administration (M.B.A.)
2009-2011 - Iowa State University - Ivy College of Business
Bachelor of Business Administration - BBA (Finance)
1991-1995
Tom Simonson Skills
- 401k
- Alternative Investments
- Asset Allocation
- Defined Benefit
- Defined Contribution
- ERISA
- Employee Benefits
- Financial Services
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Pensions
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 63
- Series 7
- Wealth Management
- Marketing
- Sales
- Microsoft Excel
- SAN
- Leadership
- Strategy
- Strategic Planning
- Public Speaking
Tom Simonson Summary
- Tom Simonson, based in Charlotte, NC, US, is currently a Partner and Managing Director at Creative Planning Retirement Services. Tom Simonson brings experience from previous roles at Lockton Companies, Mercer and Principal Financial Group. Tom Simonson holds a 2009 - 2011 Master of Business Administration (M.B.A.) @ Wake Forest University. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Defined Benefit, Defined Contribution and more. Tom Simonson has 2 emails and 1 mobile phone numbers on RocketReach.
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