Tom Mckenna

Tom Mckenna Email and Phone Number

Vice President - Business Development at Healthview Services @ Healthview Services
danvers, massachusetts, united states
Tom Mckenna's Location
Concord, Massachusetts, United States, United States
Tom Mckenna's Contact Details

Tom Mckenna work email

Tom Mckenna personal email

Tom Mckenna phone numbers

About Tom Mckenna

Tom Mckenna is a Vice President - Business Development at Healthview Services at Healthview Services. He possess expertise in mutual funds, 401k, retirement, investments, retirement planning and 8 more skills.

Tom Mckenna's Current Company Details
Healthview Services

Healthview Services

View
Vice President - Business Development at Healthview Services
danvers, massachusetts, united states
Website:
hvsfinancial.com
Employees:
12
Tom Mckenna Work Experience Details
  • Healthview Services
    Vice President - Global Distribution
    Healthview Services Jun 2009 - Present
    View
  • Bank Of America
    Vice President - Institutional Sales
    Bank Of America Jan 2008 - Mar 2009
    Worked with the Bank of America Commercial Bank to distribute the proprietary 401K and Pension products.
    View
  • Banc Of America Investments
    Financial Adviser
    Banc Of America Investments Aug 2006 - Dec 2007
    Built retail book of business through 3 Bank of America Branches. Utilized all investment products with special emphasis on fee based RIA WRAP accounts.
    View
  • Bank Of America Merrill Lynch
    Institutional Sales - Retirement
    Bank Of America Merrill Lynch 2007 - 2009
    View
  • New York Life Insurance Company
    Regional Vice President - Income Specialist
    New York Life Insurance Company Nov 2005 - Aug 2006
    Pioneered New York Life's sales efforts in the bank channel on the East Coast with respect to their Fixed Immediate Annuity.
    View
  • Fundquest
    Regional Vice President
    Fundquest Oct 2003 - Oct 2005
    Responsible for increasing Wrap Account sales in the Southeast and Midwest Territories covering more than 50 Broker Dealers. Territory sales for 2004 were $520 million.
    View
  • State Street Research
    Regional Vice President
    State Street Research May 1998 - Oct 2003
    Responsible for the sale of State Street Research Mutual Funds, Seperate Accounts, Sub-Accounts, and Retirement Plan Products in the states of Illinois, Wisconsin, and Missouri.
    View
  • Vanguard
    Marketing Representative - Investor Information
    Vanguard Mar 1997 - May 1998
    Responded to inquiries from investors regarding all Vanguard Investment Products as well as general investment education. Interacted with shareholders and prospects both by phone and in person in the Vanguard Investment Center.
    View

Tom Mckenna Skills

Mutual Funds 401k Retirement Investments Retirement Planning Fixed Annuities Pensions Trading Systems Finance Series 7 Series 63 Asset Allocation Securities

Frequently Asked Questions about Tom Mckenna

What company does Tom Mckenna work for?

Tom Mckenna works for Healthview Services

What is Tom Mckenna's role at the current company?

Tom Mckenna's current role is Vice President - Business Development at Healthview Services.

What is Tom Mckenna's email address?

Tom Mckenna's email address is tm****@****hoo.com

What is Tom Mckenna's direct phone number?

Tom Mckenna's direct phone number is +197853*****

What skills is Tom Mckenna known for?

Tom Mckenna has skills like Mutual Funds, 401k, Retirement, Investments, Retirement Planning, Fixed Annuities, Pensions, Trading Systems, Finance, Series 7, Series 63, Asset Allocation.

Who are Tom Mckenna's colleagues?

Tom Mckenna's colleagues are Ron Mastrogiovanni, Mckenzie Carey, Hvs Bdc, Jennifer O'malley, Cody Picardy, Dustin Barksdale.

Not the Tom Mckenna you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.