1987 -1992 Controller and Operations Manager @ Christofle Silver
1983 -1987 CFO and Controller @ Wharton Economic Forecasting Associates, Inc.
Tom Xenakis Education
The American College of Financial Services
Completed 2 year CFP® Financial Planning Program
2014
La Salle University
MBA (Finance)
1983
La Salle University
BS (Accounting)
Tom Xenakis Skills
Retirement Planning
Tax Preparation
Estate Planning
Investments
Life Insurance
Variable Annuities
Wealth Management Services
Strategic Financial Planning
Financial Analysis
Tom Xenakis Summary
Tom Xenakis, based in Philadelphia, PA, US, is currently a Associate at Your Part-Time Controller, LLC. Tom Xenakis brings experience from previous roles at Freedom Financial Advisors LLC, Pay By Touch - Capture Resource, Capture Resource, Inc. and QuestPoint (Remittance Processing Division). Tom Xenakis holds a Completed 2 year CFP® Financial Planning Program @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Tax Preparation, Estate Planning, Investments, Life Insurance and more. Tom Xenakis has 1 emails and 1 mobile phone numbers on RocketReach.
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