Thomas M Kann
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Thomas M Kann Email & Phone Number

Wall Street Alum DISRUPTING traditional retirement plan options l Providing people with risk & tax-free investments l 40+ years of working in the financial services industry at Freedom Equity Group, LLC. (OFFICIAL)
Location: Scottsdale, Arizona, United States 10 work roles 5 schools
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Wall Street Alum DISRUPTING traditional retirement plan options l Providing people with risk & tax-free investments l 40+ years of working in the financial services industry
Location
Scottsdale, Arizona, United States
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Thomas M Kann is listed as Wall Street Alum DISRUPTING traditional retirement plan options l Providing people with risk & tax-free investments l 40+ years of working in the financial services industry at Freedom Equity Group, LLC. (OFFICIAL), a company with 451 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Thomas M Kann.

Thomas M Kann previously worked as Sr. Executive National V.P. at Freedom Equity Group, Llc. (Official) and Managing Member at Tmk Solutions, Llc. Thomas M Kann holds Bachelor’S Degree, Finance from Colorado Alpine College.

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Freedom Equity Group, LLC. (OFFICIAL)

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About Thomas M Kann

I spent almost my entire working career on Wall Street in various roles in the Capital Markets Arena, specifically in Fixed Income Securities.During my career, I worked for Morgan Stanley, UBS Securities, Smith Barney and other iconic names.I thought I knew and saw it all…and having said that, I did know it all…but only from a Wall Street point of view.Almost all of us, including me, when seeking retirement vehicles have participated in either an Employer's 401K, 403B, or set up a SEP or an IRA in our lifetimes.And the unfortunate reality is that this could be one of the biggest traps that we've ever fallen into…Why?Because all of these plans are tax-deferred…not TAX-FREE.And the more important question is … where is our money actually invested?Money traditionally goes into Real Estate, Mutual Funds, Commodities, Stocks, Bonds, and a host of various Money Market and Bank vehicles. And they all have two common denominators…… they are all at RISK and TAXED.In 2014, a friend introduced me to a concept that was "too good to be true." It was a better solution for retirement and wealth accumulation: ✔You don't pay taxes on your gains or withdrawals ✔Your money is never at RISK ✔Fees are ¼ of those of the 401K's, IRA's and other traditional plansI didn't believe it. Would you?Having spent the majority of my career on Wall Street, I had the wherewithal, knowledge and resources to conduct my own research as I was determined to poke holes in this "new solution."But I couldn't find any.I discovered that I’ve been doing it wrong this entire time and that this new alternative retirement plan was the only one that mathematically works. In my extensive research on the subject, I found an incredible book and I’d like to send you a free copy because I know how life-changing it is. If you wish more details on how you can attain a secured financial future call, text or email me.602-600-8566tom@tomkann.com

Current workplace

Thomas M Kann's current company

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Freedom Equity Group, LLC. (OFFICIAL)
Freedom Equity Group, Llc. (Official)
Wall Street Alum DISRUPTING traditional retirement plan options l Providing people with risk & tax-free investments l 40+ years of working in the financial services industry
arroyo grande, california, united states
Website
Employees
451
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10 roles

Thomas M Kann work experience

A career timeline built from the work history available for this profile.

Sr. Executive National V.P.

Current

Scottsdale, Arizona, United States

FEG offers tax-free, risk free retirement plans that are guaranteed by A+ Companies with over 100 years in business. I'm on a crusade to help people find out that there's a better mouse trap on the market which according to Actuarial studies is "...the only retirement plan that makes mathematical sense". This plan will insure financial futures, unlike the.

Oct 2014 - Present

Managing Member

Current
Tmk Solutions, Llc

Phoenix, Arizona Area

Financial Consultant

Sep 2013 - Present

Managing Director

"Consulting to clients on Capital, Debt and M & A transactions". We also have a proprietary financing program which allow new and established companies to create external capital with terms that are more favorable than the equity and debt markets.Particularly attractive in a market that is not providiing sufficient liquidity to corporate borrowers. It can.

Oct 2008 - Aug 2018

Director

Creative Structured Finance, Llc
  • Formed a joint venture with Mondiaen Capital Management, N.V.; modeled dual asset class transactions for non-investment rated companies seeking financing through the capital markets.
  • Secured an agreement with Fortune Films to use financing model to raise $50 million and engaged a California Real Estate developer seeking financing of $80 million.
  • Formulated targeted portfolio solutions, and financing strategies for mid cap foreign and domestic companies seeking capital market funding.
Mar 2005 - Apr 2010

Managing Director

Amerifirst, Inc., Amerifirst Capital Corp., Amerifirst Funding Group, Inc.

Ponte Vedra Beach, FL

  • Established newly formed Provider of Senior Life Settlement policies in 38 states of the U.S. Identified and formed working relationships with Broker network in US; set up procedures, anti-fraud and operations manuals.
  • Responsibility also included selling SEC registered (S-1) Fund, collateralized by Senior Life Settlements to Institutional and Accredited investors in US, Asia and Europe.
Oct 2002 - Jan 2005

Founder And President

World Access Telecom, Inc.
  • Built territory growth strategy; created a formal selling model, competitive and market assessments to secure agreements to represent long distance resellers to private homes and businesses in over 50 countries.
  • Led market entry into Hungary through exclusive contract with Telegroup; oversaw site selection, policy development, staff selection, contract negotiations, sales training, and business development strategies.
  • Generated maximum demand for products, identified strategic market shifts and repositioned company as an emerging leader in the industry, boosting increased territory coverage, revenue and leads.
  • Positioned Telegroup as an industry leader, achieving note worthy recognition as the #2 fastest growing company in the U.S. by Entrepreneur Magazine.
  • Received “Outstanding Business Achievement” award for business development expertise.
Oct 1992 - Sep 2002

President

Raleigh Enterprises Ltd, New York, Ny (1989-1992)

952 5th Avenue, New York, NY 10021

  • Directed operations for international consulting and management company, under contract with American / East European Capital Corporation.
  • Identified and developed potential clients.
  • Sold services to major international companies, including Kidder Peabody, Malev Air (Hungarian National Airlines), Financial Securities Assurance, Hungarian Credit Bank, Avon, Remy Martin, Coinmach, and The.
Nov 1989 - Oct 1992

Capital Markets - Institutional Salesman

Ubs

299 Park Avenue, New York, NY 10171

  • Performed sales of mortgage backed securities, U.S. government securities, and derivative products for wholly-owned subsidiary of Union Bank of Switzerland.
  • Recognized by company for outstanding sales performance.
Jul 1986 - Oct 1989

Capital Markets - Institutional Salesman

1251 Avenue Of The Americas, New York, NY 10020

Capital Markets Division - Carried out sales of fixed income securities, specializing in mortgage-backed securities to select institutional accounts across United States.

Sep 1984 - Apr 1986

Assistant Vice President

50 Rockefeller Center, New York, NY

  • Responsible for managing asset/liability domestic portfolio ($1 billion) of bank; trading in financial futures, domestic money markets and interbank term funds.
Sep 1981 - Aug 1984
Team & coworkers

Colleagues at Freedom Equity Group, LLC. (OFFICIAL)

Other employees you can reach at fegcorp.com. View company contacts for 451 employees →

5 education records

Thomas M Kann education

Bachelor’S Degree, Finance

Colorado Alpine College

Education record

Worcester Academy

Bachelors, Accounting And Business/Management

Thomas M Kann Attended Babson College, University Of Colorado, Ny Institute Of Finance And Colorado Alpine College
FAQ

Frequently asked questions about Thomas M Kann

Quick answers generated from the profile data available on this page.

What company does Thomas M Kann work for?

Thomas M Kann works for Freedom Equity Group, LLC. (OFFICIAL).

What is Thomas M Kann's role at Freedom Equity Group, LLC. (OFFICIAL)?

Thomas M Kann is listed as Wall Street Alum DISRUPTING traditional retirement plan options l Providing people with risk & tax-free investments l 40+ years of working in the financial services industry at Freedom Equity Group, LLC. (OFFICIAL).

Where is Thomas M Kann based?

Thomas M Kann is based in Scottsdale, Arizona, United States while working with Freedom Equity Group, LLC. (OFFICIAL).

What companies has Thomas M Kann worked for?

Thomas M Kann has worked for Freedom Equity Group, Llc. (Official), Tmk Solutions, Llc, White Rock Advisors, Llc, Creative Structured Finance, Llc, and Amerifirst, Inc., Amerifirst Capital Corp., Amerifirst Funding Group, Inc..

Who are Thomas M Kann's colleagues at Freedom Equity Group, LLC. (OFFICIAL)?

Thomas M Kann's colleagues at Freedom Equity Group, LLC. (OFFICIAL) include Isabel Cadena, Carol White, Luis Ybanez, Veelaphong Yang, and Adam Copeland.

How can I contact Thomas M Kann?

You can use AeroLeads to view verified contact signals for Thomas M Kann at Freedom Equity Group, LLC. (OFFICIAL), including work email, phone, and LinkedIn data when available.

What schools did Thomas M Kann attend?

Thomas M Kann holds Bachelor’S Degree, Finance from Colorado Alpine College.

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