Thomas J. Knight, Cfp® Email and Phone Number
Thomas J. Knight, Cfp® work email
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Thomas J. Knight, Cfp® personal email
Thomas J. Knight, Cfp® phone numbers
Thomas J. Knight, Cfp® is a Vice President of Client Solutions at Mutual Group. He possess expertise in series 63, consultative selling, consulting, financial planners, fixed income and 16 more skills.
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Vice President Of Client SolutionsMutual GroupLittle Rock, Ar, Us
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Vice President Of ProductsMutual Group Aug 2023 - Present- Responsible for the growth of Mutual Group's internal TAMP for its IARs- Developed and launched Mutual Group's Outsourced Insurance Desk (OID) for its IARs and RIA partners- Building an Alternative Investments platform- Manages carrier and investment manager relationships- Enhancing our internal Power Portal through building content pages around investment management, insurance and annuities, alternative investments and securities-backed lending -
Director Of Investment ManagementSowell Management Oct 2022 - Aug 2023Little Rock, Arkansas, United States- Leading the implementation of GeoWealth to fuel our TAMP offering- Internal and external proponent of our TAMP investment strategies- Developing campaigns to encourage advisors to outsource their money management -
Managing Director, Data & TechnologySowell Management May 2021 - Oct 2022Little Rock, Arkansas, United States-Spearheading the company’s shift from managing technology systems to managing data-Managing Salesforce as a CRM for advisors, as well as an internal workflow system for Sowell-Overseeing the organization's migration to Addepar-Directing the organization's cyber security and internal IT infrastructure functions
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Director, Sowell Financial AdvisorsSowell Management Jan 2019 - Jan 2022Little Rock, Arkansas, United States-Managed the retail department of Sowell Management, $125 million AUM-Oversaw four acquisitions: Northern California, Austin, Cleveland and Central Arkansas-Directly provided investment advice and performed client reviews
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Managing Director, Advisor Support And TransitionsSowell Management Jan 2020 - Jun 2021Little Rock, Arkansas Area-Led change and transformation through the reorganization of the cashiering, new accounts and service functions of the company-Oversaw the advisor onboarding function and streamlined the onboarding process-Facilitated Salesforce adoption through improved Salesforce workflows
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Trading AssociateSowell Management May 2017 - Jan 2019Little Rock, Arkansas, United States-Performed trading execution and reconciliation for Sowell's internal TAMP-Retooled existing processes for trading, service and operations associates-Oversaw the 403b and variable annuity management function
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Chief Operations OfficerKernodle & Katon Tax & Asset Management Group Sep 2016 - May 2017Little Rock, Arkansas Area-Was responsible for the daily operation of Kernodle & Katon, a multi-location financial planning and investment management company-Directly performed financial planning for clients, in addition to managing the monthly budgeting/cash flow service
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Chief Operations OfficerIpsen Advisory Services Jul 2015 - Aug 2016Little Rock, Arkansas Area-Was responsible for daily operation of Ipsen & Associates, a financial planning firm-Acquired critical front-office skills related to financial planning, client service and meeting preparation and follow up
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Vice President, Strategic GrowthLegacy Capital Wealth Partners Nov 2012 - May 2015Little Rock, Arkansas Area-Was responsible for recruitment and oversight of wealth management and corporate benefit producers-Implemented growth strategies aiming to unite the wealth management and corporate benefit divisions-Created the firm's social media presence -
Assistant Vice President (Recruiting), Channel GrowthNfp Advisor Services Jul 2010 - Nov 2012Austin, Tx-Oversaw all financial advisor recruiting activity for Southeast U.S. territory-Recruited $14 million in top-line revenue, leading to $470,000 net income-Collaborated with existing firms to add wealth management advisors to their practices-Built strong relationships and rapport with prospects interested in changing broker/dealers-Participated in recruiting process design, pipeline reporting and customer relationship management (CRM) utilization to create structure around recruiting process -
Manager, Advisory And Investment Services Consulting DeskNfp Securities Mar 2007 - Jul 2010Austin, Texas Area-Established inbound and outbound sales tracking reports for upper management starting in 2009: $28 million in sales, $556,000 in top-line revenue and $80,000 in bottom-line revenue-Managed team of sales associates who consulted with wealth managers on investment products-Developed sales frameworks for wealth managers to sell financial products to clients-Implemented quality improvement initiatives for associates and consultants
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Sr. Advisory Sales And Financial Planning ConsultantNfp Securities Mar 2006 - Mar 2007Austin, Texas Area-Demonstrated benefits of platforms via webinars, conference calls and face-to-face meetings-Collaborated with strategic partners’ sales forces to increase advisory platform adoption-Launched campaign to help advisors in activate revenue on their “dormant” assets under management-Established program to assist advisors in converting their commissionable assets to fee-based assets
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Financial Planning AnalystNfp Securities Aug 2004 - Mar 2006Austin, Texas Area-Grew financial planning fee revenue 183% ($1.8 million in 2004 to $5.1 million in 2007, annualized)-Consulted with wealth management firms to implement financial planning into their practices-Created financial planning processes tailored to each firm -Implemented organization-wide financial planning training and a web-based resource center
Thomas J. Knight, Cfp® Skills
Thomas J. Knight, Cfp® Education Details
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Economics, Philosophy -
Copperas Cove High School
Frequently Asked Questions about Thomas J. Knight, Cfp®
What company does Thomas J. Knight, Cfp® work for?
Thomas J. Knight, Cfp® works for Mutual Group
What is Thomas J. Knight, Cfp®'s role at the current company?
Thomas J. Knight, Cfp®'s current role is Vice President of Client Solutions.
What is Thomas J. Knight, Cfp®'s email address?
Thomas J. Knight, Cfp®'s email address is th****@****ent.com
What is Thomas J. Knight, Cfp®'s direct phone number?
Thomas J. Knight, Cfp®'s direct phone number is +150137*****
What schools did Thomas J. Knight, Cfp® attend?
Thomas J. Knight, Cfp® attended The University Of Texas At Austin, Copperas Cove High School.
What are some of Thomas J. Knight, Cfp®'s interests?
Thomas J. Knight, Cfp® has interest in Economic Empowerment, Civil Rights And Social Action, Terribly, Education, Snow Skiing, Scuba Diving, Cycling, Chess, Photography, Poverty Alleviation.
What skills is Thomas J. Knight, Cfp® known for?
Thomas J. Knight, Cfp® has skills like Series 63, Consultative Selling, Consulting, Financial Planners, Fixed Income, Insurance, Sales, Financial Planning, Business Development, Strategy, Financial Services, Process Simulation.
Not the Thomas J. Knight, Cfp® you were looking for?
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.J Thomas Knight, CFP®, CPA
We Believe Your Money Is Yours And Not The Government'S. Accordingly, Everything We Do Is To Plan, Protect, And Preserve Your Wealth In Alignment With Your Values, Goals, And Vision.Vienna, Va
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