Tom Valverde Location
Chicago, IL, US
Tom Valverde Work
- 2026 - now Managing Director @ DeVoe & Company
- 2025 - 2026 EVP - Wholesale Distribution and Wealth Management @ Unity Wealth Collective Private Equity Group
- 2023 - 2025 Corporate Development @ Bluespring Wealth Partners
- 2022 - 2023 Chief Revenue Officer @ Income Solver
- 2021 - 2022 Chief Revenue Officer @ TIFIN
- 2020 - 2021 GM - Head of Advisory @ Apex Clearing
- 2017 - 2020 Senior Vice President - National Sales @ Fidelity Investments
- 2014 - 2020 Senior Vice President - Regional Managing Director @ Fidelity Investments
- 2008 - 2014 Managing Director - Head of Business Development and Relationship Management @ Pershing Advisor Solutions
- 1994 - 2008 Vice President - Institutional Sales @ Fidelity Investments
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 4 emails and 2 mobile phone numbers on RocketReach.
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Top DeVoe & Company Employees
-
David Devoe
Chief Executive Officer at DeVoe & Company
Berkeley, CA, US25+ -
Gordon Ross
President at DeVoe & Company
Saint Petersburg, FL, US2 -
Tom Valverde
Managing Director at DeVoe & Company
Chicago, IL, US45+ -
Hoyt Stastney
Managing Director and General Counsel at DeVoe & Company
Sturgeon Bay, WI, US25 -
A. Johnson
Managing Director at DeVoe & Company
Kirkland, WA, US1 -
Shawn Lapean
Chief of Staff at DeVoe & Company
Chicago, IL, US5+5 -
Travis Knapp
Investment Banking Associate at DeVoe & Company
Franklin, TN, US3 -
Jack O’Flaherty
Investment Banking Analyst at DeVoe & Company
Chicago, IL, US1 -
Sara Prouse
Senior Marketing Manager at DeVoe & Company
Los Angeles, CA, US11 -
Melanie Roy
Sales and Operations at DeVoe & Company
Northampton, MA, US2
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