Tom Chisholm
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Tom Chisholm Email & Phone Number

Sr. Vice President - Retirement, One Digital, Leaders in Financial Services Consulting and Corporate Solutions at OneDigital | Executive Benefits
Location: Glenview, Illinois, United States 3 work roles 2 schools
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Role
Sr. Vice President - Retirement, One Digital, Leaders in Financial Services Consulting and Corporate Solutions
Location
Glenview, Illinois, United States

Who is Tom Chisholm? Overview

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Tom Chisholm is listed as Sr. Vice President - Retirement, One Digital, Leaders in Financial Services Consulting and Corporate Solutions at OneDigital | Executive Benefits, based in Glenview, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Tom Chisholm.

Tom Chisholm previously worked as Sr. Vice President - Retirement at Onedigital | Executive Benefits and Managing Director & Partner at Fulcrum Partners Llc. Tom Chisholm holds Bba, Marketing, Business Law from Western Michigan University - Haworth College Of Business.

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OneDigital | Executive Benefits

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About Tom Chisholm

Tom Chisholm is a Sr. Vice President at One Digital, consulting on a wide range of financial issues including non-qualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions. Plan structure experience includes Managed Funds, Alternative Investments, Municipal Bonds, Equities and Trust/Corporate Owned Life Insurance. Widely published, Tom is often quoted by the media on the topic of non-qualified benefits.--Frequent lecturer addressing a wide range of topics related to executive benefits and financing.--Extensive experience consulting in areas of high technology, manufacturing, utilities, and retail.“Tom Chisholm is affiliated with ValMark Securities, Inc. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. OneDigital is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc, or OneDigital and have not been approved prior to posting.”

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OneDigital | Executive Benefits
Onedigital | Executive Benefits
Sr. Vice President - Retirement, One Digital, Leaders in Financial Services Consulting and Corporate Solutions
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3 roles · 30 years

Tom Chisholm work experience

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Sr. Vice President - Retirement

Current

Chicago, Illinois, United States

Tom Chisholm is a Sr. Vice President at One Digital, consulting on a wide range of financial issues including non-qualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions. Utilizing a wide variety of investment platforms, Tom provides insights on financing solutions that may help offset plan and corporate liabilities. Plan structure experience includes Managed Funds, Alternative Investments, Municipal Bonds, Equities and Trust/Corporate Owned Life Insurance. Widely published, Tom is often quoted by the media on the topic of non-qualified benefits.--Frequent lecturer addressing a wide range of topics related to executive benefits and financing.--Extensive experience consulting in areas of high technology, manufacturing, utilities, and retail.Tom Chisholm is affiliated with ValMark Securities, Inc. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. OneDigital is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third party posts do not reflect the views of Valmark Securities, Inc., Valmark Advisers, Inc, or OneDigital and have not been approved prior to posting.Check the background of this investment professional on FINRA’s BrokerCheck: http://brokercheck.finra.org/Individual/2938261

Nov 2020 - Present

Managing Director & Partner

Fulcrum Partners Llc

Greater Chicago Area

Tom Chisholm was a Managing Director at Fulcrum Partners, LLC, consulting on financial issues, including non-qualified benefit programs, employee retention, senior management compensation, change in control issues, and plan integration during mergers and acquisitions.

Jan 2010 - Dec 2021

Senior Managing Director

Lead Consultant providing the design, funding, implementation, and administration of non-qualified benefit plans for new and existing clients.

1997 - 2010 ~13 yrs
2 education records

Tom Chisholm education

FAQ

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What company does Tom Chisholm work for?

Tom Chisholm works for OneDigital | Executive Benefits.

What is Tom Chisholm's role at OneDigital | Executive Benefits?

Tom Chisholm is listed as Sr. Vice President - Retirement, One Digital, Leaders in Financial Services Consulting and Corporate Solutions at OneDigital | Executive Benefits.

Where is Tom Chisholm based?

Tom Chisholm is based in Glenview, Illinois, United States while working with OneDigital | Executive Benefits.

What companies has Tom Chisholm worked for?

Tom Chisholm has worked for Onedigital | Executive Benefits, Fulcrum Partners Llc, and Clark Consulting.

How can I contact Tom Chisholm?

You can use AeroLeads to view verified contact signals for Tom Chisholm at OneDigital | Executive Benefits, including work email, phone, and LinkedIn data when available.

What schools did Tom Chisholm attend?

Tom Chisholm holds Bba, Marketing, Business Law from Western Michigan University - Haworth College Of Business.

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