Tom Wald Location
- St. Louis, MO, US
Tom Wald Work
- 2016 - now Managing Director @ Well Fargo Investment Institute
- 2008 - now Managing Director @
- 2007 - 2008 Senior Vice President @ Wachovia Securities
- 2005 - 2007 Vice President @ Gallatin Asset Management
- 1998 - 2005 Associate Vice President @
- 1991 - 1996 Securities Analyst @ Boatmen's Trust Company
- 1989 - 1991 Investment Analyst and Consultant @ Boatmen's Trust Company
Tom Wald Education
- Washington University in St. Louis
Master of Social Work (MSW) (Mental Health Counseling/Counselor)
1996 - 1998 - University of Missouri-Columbia
Master of Business Administration (M.B.A.) (Finance)
1987 - 1989 - DePauw University
Bachelor of Arts (B.A.) (Economics)
1983 - 1987
Tom Wald Skills
- Wealth Management
- Asset Allocation
- Portfolio Management
- Series 7
- Investments
- Due Diligence
- Mutual Funds
- Securities
- Investment Strategies
- Equities
- Investment Advisory
- Management
- Business Analysis
- Microsoft Excel
- Customer Service
- Financial Analysis
Tom Wald Summary
- Tom Wald, based in St. Louis, MO, US, is currently a Managing Director at Well Fargo Investment Institute. Tom Wald brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities, Gallatin Asset Management and A.G. Edwards & Sons, Inc.. Tom Wald holds a 1996 - 1998 Master of Social Work (MSW) in Mental Health Counseling/Counselor @ Washington University in St. Louis. With a robust skill set that includes Wealth Management, Asset Allocation, Portfolio Management, Series 7, Investments and more. Tom Wald has 3 emails and 1 mobile phone numbers on RocketReach.
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