Tom Waters Email & Phone Number
Head of Business Development @ KARPUS INVESTMENT MANAGEMENT
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Tom Waters Location
- New York, United States
Tom Waters Work
- 2024 -now Head of Business Development @
- 2023 -2024 Senior Institutional OCIO Advisor @
- 2019 -2023 Senior Private Client Advisor @
- 2016 -2019 Senior Institutional Defined Contribution Strategist @
- 2014 -2016 Defined Contribution Practice Leader @
- 2013 -2014 Managing Partner @
- 2011 -2013 Vice President - Client Advisor @
- 2008 -2011 Managing Director @
- 2002 -2008 VP - Account Manager @
- 1999 -2002 Product Manager, Distributed Products @
Tom Waters Education
- Cornell University - S.C. Johnson Graduate School of Management
MBA (Buiness Administration)
2009-2011 - Queen's University
MBA (Business Administration)
2009-2011 - St. Lawrence University
BA (Economics, Government)
1995-1999
Tom Waters Skills
- Defined Contribution
- Retirement
- Asset Management
- Investments
- Employee Benefits
- Asset Allocation
- Equities
- Alternative Investments
- Series 7
- Mutual Funds
- Portfolio Management
- Series 63
- Management
- Investment Management
- Analysis
- Financial Services
- Fixed Income
- Investment Strategies
- Dynamic Asset Allocation
- Risk Management
- Business Analysis
- 401k
- Strategy
- Microsoft Office
- Product Development
Tom Waters Summary
- Tom Waters, based in New York, United States, is currently a Head of Business Development at KARPUS INVESTMENT MANAGEMENT. Tom Waters brings experience from previous roles at Wilmington Trust, Franklin Templeton Investments and Manning & Napier. Tom Waters holds a 2009 - 2011 MBA in Buiness Administration @ Cornell University - S.C. Johnson Graduate School of Management. With a robust skill set that includes Defined Contribution, Retirement, Asset Management, Investments, Employee Benefits and more. Tom Waters has 2 emails and 2 mobile phone numbers on RocketReach.
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Head of Business Development
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Christine Porter
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Corey Gallahan
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Daniel Lippincott
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Jennifer Price
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Fairport, NY, US
Kathleen Crane
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Byron Sass
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David D'Ambrosio
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Rochester, NY, US
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