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
- 2021 - now Partner and Managing Director @
- 2012 - 2021 Senior Vice President @
- 2003 - 2012 Principal @
- 1996 - 2003 VP of Sales - Retirement Services @
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
- Retirement
- Defined Benefit
- Series 7
- Series 63
- Employee Benefits
- Defined Contribution
- Retirement Planning
- Mutual Funds
- Investments
- Asset Allocation
- Pensions
- ERISA
- Qualified Retirement Plans
- Retirement Plan Consulting
- Investment Strategies
- Investment Advisory
- Wealth Management
- Financial Services
- Alternative Investments
- Investment 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, Retirement, Defined Benefit, Series 7, Series 63 and more. Tom Simonson has 2 emails and 1 mobile phone numbers on RocketReach.
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