Tom Sandt Email & Phone Number
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Who is Tom Sandt? Overview
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Tom Sandt is listed as Wealth Management Advisor at TIAA, a with 13563 employees, based in Western Springs, Illinois, United States. AeroLeads shows a work email signal at ftportfolios.com and a matched LinkedIn profile for Tom Sandt.
Tom Sandt previously worked as Wholesale Sales Specialist at First Trust and Director - Equity Trading (Relationship Management, New Business Development, Account Management) at Citi. Tom Sandt holds Bachelor Of Arts - Ba, Business Administration And Management, General from Northwestern University.
Email format at TIAA
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About Tom Sandt
FINANCIAL SERVICES EXECUTIVEI am an experienced Director of Equity Sales Trading at Citigroup, with a high achieving career in wealth management. I am known throughout the industry as a trusted Relationship Manager and Equities Leader. My education includes a strong finance background in Business Administration and Management from Northwestern University. SELECT CAREER ACHIEVEMENTS* Citigroup, Director of Equity Sales:- Meet or exceeded growth targets over a 10-year period by managing executive client relationships and advisory services with senior management, principals, portfolio managers, and traders at hedge funds, mutual funds, trust banks, pension funds, and specialty funds across Midwest, Canada, and Texas.- Increased overall revenue 20% during the last five years while industry was down.- Improved market share 15%, 2015-2019. SIGNATURE STRENGTHSSales Leadership, New Business Development, Institutional Sales, Portfolio Management, Relationship Management, Portfolio Strategy.Funds Management, Sales Trading, Equity Research & Trading, Institutional Sales, Asset Management, Strategic Planning.INDUSTRY EXPERTISE AND CLIENT RELATIONSHIPSHedge Funds, Mutual Funds, Trust Banks, and Specialty Funds.INVESTMENT SPECIALIZATIONSFinancial and Capital Markets, Fixed Income, Equity Derivatives, Securities, Options, and Alternative Investments.TRADING SKILLSBlock trading, program trading, selling new issuance, electronic trading, equity trading.
Listed skills include Equity Trading, Equities, Trading Systems, Hedge Funds, and 41 others.
Tom Sandt's current company
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Tom Sandt work experience
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Wholesale Sales Specialist
Current
Director - Equity Trading (Relationship Management, New Business Development, Account Management)
CurrentCOMPANYAn American multinational investment bank and financial services corporation.SCOPEDirected 8-state territory in Midwest, Texas, and Canada, with responsibility to work with sales team to drive an average of 7-10% annual revenue growth. Sold research, executed trades in U.S. and international, and cross-sold firm products and marketing issues. Serviced 50+ client accounts.STRATEGY/LEADERSHIP/RESULTSSales Achievements* Consistently grew commissions in alignment to corporate strategy over a 10-year period.* Increased overall revenue 20% during the last five years while industry was down.* Improved market share 15%, 2015-2019. Provided guidance and analysis of market conditions by filtering research to gather essential data points for clients.* Expanded commission’s 3X's over four years while managing five newly assigned MLP specialty energy funds, 2013-2016.* Achieved revenue growth through the design of comprehensive sales strategies involving closing Swap and Prime Brokerage businesses for hedge funds.Relationship Management* Opened doors to high-level relationships at client base with Citi Senior Leadership Team, unlocking new silos for payments into Citi. Organized strategic meetings with CIO’s, Global Heads of Equity Trading, Head of Research, etc.* Built client and New York trader trust, developing win-win relationships with New York Position Traders to source data, price points, and gather useful daily market trading information.Trading* Achieved multiple cross-selling victories in prime brokerage, swaps, derivatives, fixed income, and electronic trading.* Drove more efficient executions and reduced costs, delivering trading solutions to clients by utilizing algorithms, program trading, futures, and fixed income products.* Supported capital market growth for Citi through capital market distributions. Sold shares for IPOs and secondary issuance.
Vice President
Associate Vp
Senior Associate
Registered Investment Advisor
COMPANYAn American multinational financial services corporation specializing in retail brokerage.SCOPEBuilt fixed income and equity portfolios for clients looking for growth and revenue from financial holdings. LEADERSHIP/RESULTS* Developed operations background, exercising employee stock options for corporations across Midwest.* Grew client base by conducting seminars, securing referrals, and cold calling.* Built and sold retirement plans for high net worth clients, recommending stocks, mutual funds, fixed income products, and annuities.
Pitcher
Pitcher for the Waterloo Diamonds, Single-A, Affiliate with the San Diego PadresAchieved 1-0 record and 3.68 ERA as a right-handed pitcher.
Colleagues at TIAA
Other employees you can reach at tiaa.org. View company contacts for 13563 employees →
Mike Smith, Cfp®, Atfa
Colleague at TiaaCharlotte, North Carolina, United States
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Tanay Datta
Colleague at TiaaPune, Maharashtra, India
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Ashwin Prakash
Colleague at TiaaMumbai, Maharashtra, India
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Mark Tincher
Colleague at TiaaEsbon, Kansas, United States
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Judy Wong
Colleague at TiaaNew York, United States
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Nikhil Singh
Colleague at TiaaBhopal, Madhya Pradesh, India
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JB
Jeffery B.
Colleague at TiaaIxonia, Wisconsin, United States
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Mollie Dunlap
Colleague at TiaaDenver, Colorado, United States
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Anchal Rinahite
Colleague at TiaaPune, Maharashtra, India
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Dave A Boothe Jr., Cfp®
Colleague at TiaaLas Vegas, Nevada, United States
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Tom Sandt education
Frequently asked questions about Tom Sandt
Quick answers generated from the profile data available on this page.
What company does Tom Sandt work for?
Tom Sandt works for TIAA.
What is Tom Sandt's role at TIAA?
Tom Sandt is listed as Wealth Management Advisor at TIAA.
What is Tom Sandt's email address?
AeroLeads has found 2 work email signals at @ftportfolios.com for Tom Sandt at TIAA.
Where is Tom Sandt based?
Tom Sandt is based in Western Springs, Illinois, United States while working with TIAA.
What companies has Tom Sandt worked for?
Tom Sandt has worked for Tiaa, First Trust, Citi, Smith Barney, and San Diego Padres.
Who are Tom Sandt's colleagues at TIAA?
Tom Sandt's colleagues at TIAA include Mike Smith, Cfp®, Atfa, Tanay Datta, Ashwin Prakash, Mark Tincher, and Judy Wong.
How can I contact Tom Sandt?
You can use AeroLeads to view verified contact signals for Tom Sandt at TIAA, including work email, phone, and LinkedIn data when available.
What schools did Tom Sandt attend?
Tom Sandt holds Bachelor Of Arts - Ba, Business Administration And Management, General from Northwestern University.
What skills is Tom Sandt known for?
Tom Sandt is listed with skills including Equity Trading, Equities, Trading Systems, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, and Electronic Trading.
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