Head Of Business Development
Current
Dec 2024 - Present
AeroLeads people directory · profile
Tom Waters Email & Phone Number
Head of Business Development
at
KARPUS INVESTMENT MANAGEMENT
2 work emails found
@wilmingtontrust.com
2 phones found area 585
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Business Development
Location
Buffalo-Niagara Falls Area, United States, United States
Who is Tom Waters? Overview
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Quick answer
Tom Waters is listed as Head of Business Development at KARPUS INVESTMENT MANAGEMENT, based in Buffalo-Niagara Falls Area, United States, United States. AeroLeads shows a work email signal at wilmingtontrust.com, phone signal with area code 585, and a matched LinkedIn profile for Tom Waters.
Tom Waters previously worked as Senior Institutional OCIO Advisor at Wilmington Trust and Senior Private Client Advisor at Wilmington Trust. Tom Waters holds Mba, Buiness Administration from Cornell Johnson Graduate School Of Management.
Company email context
Email format at KARPUS INVESTMENT MANAGEMENT
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{first_initial}{last}@wilmingtontrust.com
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AeroLeads found 2 current-domain work email signals for Tom Waters. Compare company email patterns before reaching out.
Profile bio
About Tom Waters
Delivering insightful, tailored investment solutions to high net worth individuals, families, and institutions.
Listed skills include Investments, Mutual Funds, Defined Contribution, Asset Management, and 17 others.
Current workplace
Tom Waters's current company
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10 roles
Tom Waters work experience
A career timeline built from the work history available for this profile.
Senior Institutional Ocio Advisor
Nov 2023 - Dec 2024
Senior Private Client Advisor
Mar 2019 - Nov 2023
Senior Institutional Defined Contribution Strategist
Aug 2016 - Mar 2019
Defined Contribution Practice Leader
Led the institutional DC sales and marketing initiative with the goal of growing the firm's defined contribution business through a targeted business initiative. Included reshaping the firm's approach through a newly developed business plan designed to focus new business efforts through more precise market segmentation, increase credibility with.
Jun 2014 - Jan 2016
Managing Partner
Managing Partner of a boutique, DC focused investment consulting firm. Focused on generating new business leads and refining the brand and strategic marketing to highlight a flexible and tactical consultative approach to new business opportunities. Cultivated an active new business pipeline of over $1.5 billion in potential new assets under advisement.
Jun 2013 - Jun 2014
Vice President - Client Advisor
Sales professional responsible for growing the direct, large-plan DC business in the mid-west. Sold over $1.3bn in total assets and developed an active pipeline of over $3bn in potential new DC assets under management. Successfully utilized a pure consultative selling approach focused on uncovering prospect needs, articulating potential solutions, and.
Mar 2011 - May 2013
Managing Director
Institutional sales role primarily focused on building a DC franchise while simultaneously selling investment solutions to DB plans. Successful sales track record included direct plan sponsor selling in the mid-west, DC focused consultant firms, and DC recordkeepers. In addition to new business development, was responsible for formalizing the OFII approach.
Feb 2008 - Feb 2011
Vp - Account Manager
Multi-faceted role focused on both new client development and relationship management. Responsibilities included managing key DC platform relationships, totally over $10bn in total Putnam AUM. Successfully added Putnam investment strategies to several third-party DC recordkeeping platforms. In addition, managed a territory of DC plan sponsor prospects in.
Oct 2002 - Feb 2008
Product Manager, Distributed Products
Responsible for investment servicing of BBH's DC clients. Additionally, was both a member and ultimately chaired the Investment Committee for BBH's non-proprietary manager selection group. Committee recommendations served both high-net worth and defined contribution clients.
Jul 1999 - Oct 2002
3 education records
Tom Waters education
Mba, Buiness Administration
Cornell Johnson Graduate School Of Management
Mba, Business Administration
Queen'S University
Ba, Economics, Government
St. Lawrence University
FAQ
Frequently asked questions about Tom Waters
Quick answers generated from the profile data available on this page.
What company does Tom Waters work for?
Tom Waters works for KARPUS INVESTMENT MANAGEMENT.
What is Tom Waters's role at KARPUS INVESTMENT MANAGEMENT?
Tom Waters is listed as Head of Business Development at KARPUS INVESTMENT MANAGEMENT.
What is Tom Waters's email address?
AeroLeads has found 2 work email signals at @wilmingtontrust.com for Tom Waters at KARPUS INVESTMENT MANAGEMENT.
What is Tom Waters's phone number?
AeroLeads has found 2 phone signal(s) with area code 585 for Tom Waters at KARPUS INVESTMENT MANAGEMENT.
Where is Tom Waters based?
Tom Waters is based in Buffalo-Niagara Falls Area, United States, United States while working with KARPUS INVESTMENT MANAGEMENT.
What companies has Tom Waters worked for?
Tom Waters has worked for Karpus Investment Management, Wilmington Trust, Franklin Templeton Investments, Manning & Napier, and Gosselin Consulting Group Llc.
How can I contact Tom Waters?
You can use AeroLeads to view verified contact signals for Tom Waters at KARPUS INVESTMENT MANAGEMENT, including work email, phone, and LinkedIn data when available.
What schools did Tom Waters attend?
Tom Waters holds Mba, Buiness Administration from Cornell Johnson Graduate School Of Management.
What skills is Tom Waters known for?
Tom Waters is listed with skills including Investments, Mutual Funds, Defined Contribution, Asset Management, Series 7, Asset Allocation, Management, and Equities.
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