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Tom Waters Location
New York, United States
Tom Waters Work
Head of Business Development @ (December 2024 - Present)
Senior Institutional OCIO Advisor @ (November 2023 - December 2024)
Senior Private Client Advisor @ (March 2019 - November 2023)
Senior Institutional Defined Contribution Strategist @ (August 2016 - March 2019)
Defined Contribution Practice Leader @ (June 2014 - January 2016)
Managing Partner @ (June 2013 - June 2014)
Vice President - Client Advisor @ (March 2011 - May 2013)
Managing Director @ (February 2008 - February 2011)
VP - Account Manager @ (October 2002 - February 2008)
Product Manager, Distributed Products @ (July 1999 - October 2002)
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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