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Tom Valverde Location
Chicago, IL, US
Tom Valverde Work
Managing Director @ (March 2026 - Present)
EVP - Wholesale Distribution and Wealth Management @ Unity Wealth Collective Private Equity Group (March 2025 - March 2026)
Corporate Development @ (June 2023 - March 2025)
Chief Revenue Officer @ (August 2022 - June 2023)
Chief Revenue Officer @ (December 2021 - August 2022)
GM - Head of Advisory @ (July 2020 - December 2021)
Senior Vice President - National Sales @ (July 2017 - July 2020)
Senior Vice President - Regional Managing Director @ (April 2014 - July 2020)
Managing Director - Head of Business Development and Relationship Management @ Pershing Advisor Solutions (January 2008 - April 2014)
Vice President - Institutional Sales @ (January 1994 - January 2008)
Tom Valverde Education
Wharton Executive Education
(Securities Industry Institute)
2011-2014
W. P. Carey School of Business – Arizona State University
BS (Marketing)
Tom Valverde Skills
Services
Project Management
Strategy
Business Strategy
Business Development
JavaScript
Financial Services
Microsoft Office
Customer Service
Tom Valverde Summary
Tom Valverde, based in Chicago, IL, US, is currently a Managing Director at DeVoe & Company. Tom Valverde brings experience from previous roles at Unity Wealth Collective Private Equity Group, Bluespring Wealth Partners, Income Solver and TIFIN. Tom Valverde holds a 2011 - 2014 Wharton Executive Education. With a robust skill set that includes Services, Project Management, Strategy, Business Strategy, Business Development and more. Tom Valverde has 3 emails and 3 mobile phone numbers on RocketReach.
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