Tom Wagner Email & Phone Number
Enterprise Account Management Consultant @ Estate Guru
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Tom Wagner Location
- Newport, RI, US
Tom Wagner Work
- Enterprise Account Management Consultant @ (April 2023 - Present)
- Founding Partner @ (April 2025 - Present)
- Senior Consultant @ (May 2022 - April 2023)
- Vice President of Business Development @ (April 2020 - April 2022)
- Senior National Account Manager @ (July 2010 - December 2019)
- Vice President @ (February 1989 - June 2010)
Tom Wagner Education
- Miami University
Bachelor of Arts (Political Science)
1982-1986
Tom Wagner Skills
- Asset Management
- Brokerage
- Retirement
- Mutual Funds
- Alternative Investments
- Investment Management
- Investment Strategies
- Asset Allocation
- Wealth Management
- Investment Advisory
- Securities
- 401k
- Hedge Funds
- ETFs
- Separately Managed Accounts
- FINRA
- Retirement Planning
Tom Wagner Summary
- Tom Wagner, based in Newport, RI, US, is currently a Enterprise Account Management Consultant at Estate Guru. Tom Wagner brings experience from previous roles at Out East Beverage Co., Advintro, Advisorpedia and DWS Group. Tom Wagner holds a 1982 - 1986 Bachelor of Arts in Political Science @ Miami University. With a robust skill set that includes Asset Management, Brokerage, Retirement, Mutual Funds, Alternative Investments and more. Tom Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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