Guy Tomasky Email & Phone Number

New York, Ny, Us

• Private Asset Management is an investment management service offered by TIAA Trust, N.A.• In my role as a Portfolio Analyst, I am accountable for identifying potential areas of enhancement in account management for both individual and institutional clients, focusing on optimizing performance, compliance, and retention.• Developed and maintained relationships with key stakeholders, including clients, portfolio managers, and internal teams, to ensure alignment of investment strategies and goals.• Run weekly Portfolio Management Meeting for 6 Portfolio Manager Teams. • Keep client accounts in Compliance - Reg 9s, Level 1 & 2 drift, Unapproved Holdings, Concentrated Positions, Transition Securities, Missing Investment Objectives, Share Class Conversions, Trade Activity, High/Low Cash, Upcoming Distributions, Bond Maturities, Tax Loss Harvesting.• Prepare Investment Policy Statements using MyVest software using Portfolio Manager’s Model & Strategies then work with clients to obtain approval.• Identify accounts needing cash for distributions then raise cash using MyVest Enterprise Wealth Management system.• Open & Fund Separately Managed Accounts.• Prepare Seismic Reports for Client Meetings - Periodic Goal Reviews.• Developed and maintained knowledge of industry trends, regulatory requirements, and best practices, staying up-to-date with the latest developments and applying insights to portfolio management.

New York, Ny, Us

TIAA is a full-service Fortune 500 financial company serving the not-for-profit marketplace• A top producer in both Retention and Engagement.• Retain at-risk clients and revitalize unengaged clients.• Educate clients on their retirement plans and cross-sell appropriate solutions.• Selected to help revamp Retention & Engagement process in 2017 still in effect in 2021.• Team Mentor. Recruit and train new consultants from our National Contact Center.• A rating of Superior every year since starting this role.• 2021: #1 producer across both sites (as of Sept 2021)• 2020: #2 producer across both sites• Top 20% of producers every year in this position. Usually top 10%.• 2015: Promoted from Financial Representative to Sr. Consultant• 2014: $3.2M in production exceeding both goal of $1.8M and stretch goal $3M• Current Licenses: Series 7, 63, Life and Health in every US State

Milwaukee, Wi, Us

• Financial Professional helping families & business owners build wealth & guard against risk.• Selected to a special team to help physicians insure their practices by evaluating their Disability, Life, Long Term Care Insurance.• Licenses held: Series 6, 63, Life & Health Insurance in every state.

Top Sales producer consulting traders in 3 areas: 1. Financial decision analysis software & automated trading programs 2. Trader education 3. Opening and funding brokerage accountsMarkets served - EQUITIES, OPTIONS, FOREIGN CURRENCY, FUTURES.Represented MB Trading at trade shows, seminars and events. As a trusted advisor, provided training, insights and best practices to my clients with a focus on equity, options, commodity and foreign currency markets. Generated revenue from new and existing clients. Responsible for tailoring our offering to match my client’s financial objectives and risk profile. Closed deals both face-to-face and via WebEx sessions. Created a personal client portfolio of over 5200 paying entities.Worked closely with management to restructure department. Group liaison with marketing division to create effective sales campaigns. Deep understanding of Technical Analysis and competitor trading platforms.2009: #2 Salesperson in the company2008: #1 Salesperson in the company2008: Selected by peers and management to represent the sales department during a restructuring2007: #2 Salesperson and Winner - Best Consultative Salesperson2006: #1 Salesperson in the company2005: Top 10% of sales force in the first full year with the company

Chicago, Illinois, Us

HCPro is an industry leading provider of content, education, training and consulting to the healthcare regulatory and compliance field.• Started audio/web conferencing business line to produce training for healthcare professionals.• Grew this business line to become the most profitable vertical in the company.• Returned over 50% profit on every dollar earned. • Grew revenues by 25% or more every yr while generating over $4M in fourth yr of operations.• Designed process & systems that trained hundreds of thousands of professionals using technology such as audio & web conferencing, video, e-learning. • Hired and developed 7 professionals while overseeing budgeting, idea creation, program design, marketing, production, sales and customer service.00-04 – Managed the most profitable vertical in the company; profit as a % of sales2004 – Telly Award for producer role2004 - Finalist distinction at The New York Festivals for producer role2003 – Promoted to manage both video dept in addition to audio / web conference dept2002 - Received Excellence in Media Award2000 – Promoted from producer to manager of audio / web conferencing

Ba - Political Science (Major), Business Administration (Minor)

Education record