2006 -2010 Vice President - Strategic Sales Manager @
2004 -2005 Assistant Vice President - Professional Development Trainer @
2002 -2003 Regional Wholesaler @
2000 -2002 Associate Wholesaler @
1999 -2000 Financial Advisor @ American Express Financial Advisors
Tom Vitale Education
Saint Thomas Aquinas College
Bachelor of Science (Finance)
1995-1999
Tom Vitale Skills
Microsoft Excel
Strategic Planning
Selling
Series 7
Services
ETFs
Investments
Capital Markets
Leadership
Financial Services
Management
Investment Strategies
Mutual Funds
Team Building
Fixed Income
CRM
Business Development
Research
Sales Management
Equities
Tom Vitale Summary
Tom Vitale, based in New York, NY, US, is currently a VP - Branch Manager at Charles Schwab. Tom Vitale brings experience from previous roles at E*TRADE Financial Corporation, E*TRADE Financial and AllianceBernstein. Tom Vitale holds a 1995 - 1999 Bachelor of Science in Finance @ Saint Thomas Aquinas College. With a robust skill set that includes Microsoft Excel, Strategic Planning, Selling, Series 7, Services and more. Tom Vitale has 3 emails and 2 mobile phone numbers on RocketReach.
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