Tom Bell
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Tom Bell Email & Phone Number

Financial Planner at Coastal Wealth
Location: Brownsburg, Indiana, United States 6 work roles 2 schools
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Current company
Role
Financial Planner
Location
Brownsburg, Indiana, United States
Company size

Who is Tom Bell? Overview

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Quick answer

Tom Bell is listed as Financial Planner at Coastal Wealth, a with 303 employees, based in Brownsburg, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Tom Bell.

Tom Bell previously worked as Financial Team Leader at Massmutual and Financial Wealth Advisor at Certified Retirement Specialists. Tom Bell holds Bachelor'S Degree, Engineering from Penn State University.

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Email format at Coastal Wealth

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Coastal Wealth

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Profile bio

About Tom Bell

20+ years' experience as a results-driven leader with impressive skills and capabilities, achieved through a versatile career improving revenues, profitability and operational efficiency. Strong understanding of financial analysis, mutual funds, annuities, IRAs, investments, insurance, real estate, rollovers, operational efficiencies, and strategic planning. Recognized for creation of tactical execution plans, creative problem solving and launching solutions that exceed goals. Distinguished public speaker. Highly skilled at personal financial coaching and communicating at all levels. Residential real estate expert. Nonprofit healthcare knowledge. Certification-in-progress for SalesForce Trailhead Software as a Service (SaaS). Expert in Microsoft Word, Excel, Power BI, PowerPoint and Canva, GoDaddy.Areas of Expertise• Revenue Growth & Profitability• Forecasts & Compensation Plans• Cross-Functional Liaison • Regulations & Compliance

Listed skills include Leadership, Solution Selling, Team Building, Sales Process, and 46 others.

Current workplace

Tom Bell's current company

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Coastal Wealth
Coastal Wealth
Financial Planner
Brownsburg, IN, US
Employees
303
AeroLeads page
6 roles

Tom Bell work experience

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

Financial Team Leader

Brownsburg, In, Us

Financial Wealth Advisor

Certified Retirement Specialists

Indianapolis, Indiana, United States

Numerous financial services including rollovers, 401k, 401a, 457b, 529, mutual funds, annuities, small business insurance, Medicare, health and life insurance, home auto insurance, etc.

Ceo & Founder

Community Transformation Partners, Inc.

Pittsboro, Indiana, United States

Founder of a residential housing program providing long-term solutions and positive social impact. Incorporated non-profit as 501.c3 as originator of the Articles of Inc., Bylaws, Board Oversight, Minutes, Corporate Policies, Mission, Financial Statements, and Annual Budgets.

Jan 2019 - Jan 2024

Regional Area Director, At&T Connected Communities

Indianapolis, Indiana, United States

Thrived in a multifaceted leadership role, working with the Executive Team to develop enterprise-wide, Big Data and Cloud-based strategies and implement 80/20 principles to advance revenue and profitability.● Turned-around underperforming territories through inspirational team leadership that developed high-performing Sales Executives, Account Managers and Channel Partners, resulting in 152%, 227% and 342% goal attainment in 2013, 2014 and 2015. ● Coached “Top ACC Sales Executive 2015” who achieved a remarkable 490% of target. ● Created Go-to-Market strategy to expand client revenues $10MM; Renowned as the only Director to have 100% of every Account Manager exceed their targets. ● Accelerated revenue by 40% by designing a lead generation campaign and capitalizing on a new channel partner strategy for nationwide implementation. ● Expanded company enterprise by 15%, launching new product into new markets across Midwest, CT and FL, generating $50M in annual revenue. ● Exhibited excellent negotiation and persuasive skills to secure lucrative deals with C-Level Partners in one case, completely saving a $1M investment.● Hired and directed outside consultant to develop CRM SaaS system.

Dec 2013 - Jan 2019

Chief Of Staff, At&T Connected Communities

Indianapolis, Indiana, United States

Reporting to the Vice President/General Manager, as part of the Executive Team, accountable for driving strategic business initiatives from development through execution, overseeing program management, communicating objectives between cross channels and helping the corporation achieve its business goals.Highlights include:· A founding member of the U-Verse Launch Team, which produced $1B in revenue, leveraging passion and commercial acumen to drive the customer experience and brand loyalty.· Strategically led extremely talented, cross-functional sales, operations, marketing, engineering, design, contract management, legal and customer support teams.· Demonstrated excellent workload management and prioritization skills to resolve several escalated inquiries simultaneously.· Rolled out robust systems, policies and procedures that improve efficiency, quality and costs.· Provided timely and accurate financial data, obligation costs and operational trends to the leadership team.

Jan 2007 - Dec 2013
Team & coworkers

Colleagues at Coastal Wealth

Other employees you can reach at mycoastalwealth.com. View company contacts for 303 employees →

2 education records

Tom Bell education

Bachelor'S Degree, Engineering

Activities and Societies: Alpha Kappa Lambda - Treasurer

FAQ

Frequently asked questions about Tom Bell

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

What company does Tom Bell work for?

Tom Bell works for Coastal Wealth.

What is Tom Bell's role at Coastal Wealth?

Tom Bell is listed as Financial Planner at Coastal Wealth.

Where is Tom Bell based?

Tom Bell is based in Brownsburg, Indiana, United States while working with Coastal Wealth.

What companies has Tom Bell worked for?

Tom Bell has worked for Coastal Wealth, Massmutual, Certified Retirement Specialists, Community Transformation Partners, Inc., and At&T.

Who are Tom Bell's colleagues at Coastal Wealth?

Tom Bell's colleagues at Coastal Wealth include Matthew Chaikin, Paul Mc Mullan, Sheila Rios, Adam Townsend, and Todd Abrams, Cltc, Crps.

How can I contact Tom Bell?

You can use AeroLeads to view verified contact signals for Tom Bell at Coastal Wealth, including work email, phone, and LinkedIn data when available.

What schools did Tom Bell attend?

Tom Bell holds Bachelor'S Degree, Engineering from Penn State University.

What skills is Tom Bell known for?

Tom Bell is listed with skills including Leadership, Solution Selling, Team Building, Sales Process, Non Profit Development, Strategic Partnerships, Sharepoint, and Sales.

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