AeroLeads people directory · profile
Tom Mcguire Email & Phone Number
SVP, Growth and Strategic Partnerships
at
Silver Oak Securities, Inc.
1 work email found
@morningstar.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
SVP, Growth and Strategic Partnerships
Location
Greater Chicago Area, United States, United States
Who is Tom Mcguire? Overview
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Quick answer
Tom Mcguire is listed as SVP, Growth and Strategic Partnerships at Silver Oak Securities, Inc., based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Tom Mcguire.
Tom Mcguire previously worked as Consultant at Advintro and Consultant at Fitness Machine Technicians - Chicago Western Suburbs. Tom Mcguire holds Master Of Science, Communication from Northwestern University.
Company email context
Email format at Silver Oak Securities, Inc.
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{first}.{last}@morningstar.com
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AeroLeads found 1 current-domain work email signal for Tom Mcguire. Compare company email patterns before reaching out.
Profile bio
About Tom Mcguire
My career is defined by a commitment to mission-driven work, where I align my professional endeavors with values that make a meaningful difference.What sets me apart is my dedication to fostering long-lasting, mutually beneficial relationships. I thrive in collaborative environments, using my strong communication and soft skills to ensure that all stakeholders are engaged and aligned with our shared goals.
Listed skills include Account Management, Sales, Relationship Management, Marketing, and 20 others.
Current workplace
Tom Mcguire's current company
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10 roles
Tom Mcguire work experience
A career timeline built from the work history available for this profile.
Consultant
CurrentAdvintro is a boutique firm that specializes in outsourced/augmented B2B business development and sales resources. We do this on a fractional basis with a particular focus on the wealth management and financial services industries.We cultivate the deep relationships and trust we have built over several decades with senior-level executives in leading.
Apr 2024 - Present
Consultant
CurrentAssisting with launch of new fitness machine repair and maintenance business in the Chicagoland area. Focused on marketing and client acquisition.
Mar 2024 - Present
Director, Partnerships & Integrations
Responsible for growing Halo’s revenue by identifying opportunities to partner with market leading wealthtechs; focusing on distributing structured notes and fee-based annuities to their users.
Aug 2021 - Mar 2024
National Accounts - Relationship Manager, Fintech/Tamp Channel Lead
Collaborated with Sales and Portfolio Management to present Morningstar Managed Portfolios and close distribution opportunities on third-party TAMPs.
Dec 2016 - Aug 2021
Sales - Morningstar Managed Portfolios
Prospected for and on-boarded new financial advisors into Morningstar’s turnkey asset management program. Assisted current clients with case planning, client reviews, and questions re Morningstar's investment process.
Oct 2014 - Jan 2017
Sales - Advisor Software Group
Helped advisor and institutional clients build their businesses and provide better outcomes for investors by performing needs analyses and matching clients with the best suited Morningstar solution.
Jul 2013 - Oct 2014
Regional Sales Consultant
Illiana Financial Inc.
Illiana Financial is a provider of financial forms to banks and the auto industry as well as advertising specialities, promotional products, and fulfillment services to a variety of clients.
May 2003 - Jun 2013
Branch Sales Manager
Oct 2001 - Apr 2003
Account Executive
Nov 1999 - Sep 2001
4 education records
Tom Mcguire education
Master Of Science, Communication
Northwestern University
Certificate, Crisis/Emergency/Disaster Management
Northwestern University
B.A., Communications - Electronic Media
University Of Dayton
Education record
St. Edward Central Catholic
FAQ
Frequently asked questions about Tom Mcguire
Quick answers generated from the profile data available on this page.
What company does Tom Mcguire work for?
Tom Mcguire works for Silver Oak Securities, Inc..
What is Tom Mcguire's role at Silver Oak Securities, Inc.?
Tom Mcguire is listed as SVP, Growth and Strategic Partnerships at Silver Oak Securities, Inc..
What is Tom Mcguire's email address?
AeroLeads has found 1 work email signal at @morningstar.com for Tom Mcguire at Silver Oak Securities, Inc..
Where is Tom Mcguire based?
Tom Mcguire is based in Greater Chicago Area, United States, United States while working with Silver Oak Securities, Inc..
What companies has Tom Mcguire worked for?
Tom Mcguire has worked for Silver Oak Securities, Inc., Advintro, Fitness Machine Technicians - Chicago Western Suburbs, Halo Investing, and Morningstar Investment Management.
How can I contact Tom Mcguire?
You can use AeroLeads to view verified contact signals for Tom Mcguire at Silver Oak Securities, Inc., including work email, phone, and LinkedIn data when available.
What schools did Tom Mcguire attend?
Tom Mcguire holds Master Of Science, Communication from Northwestern University.
What skills is Tom Mcguire known for?
Tom Mcguire is listed with skills including Account Management, Sales, Relationship Management, Marketing, Relationship Building, Investment Management, Business Development, and Investments.
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