Tom Prior

Tom Prior Email and Phone Number

EVP, Head Of Sales, LifeYield @ LifeYield
Tom Prior's Location
Westwood, Massachusetts, United States, United States
Tom Prior's Contact Details

Tom Prior personal email

n/a

Tom Prior phone numbers

About Tom Prior

Tom Prior is a EVP, Head Of Sales, LifeYield at LifeYield. He possess expertise in financial services, wealth management, relationship management, portfolio management, mutual funds and 35 more skills. Colleagues describe him as "Tom represented his company's product with detailed knowledge and great depth of understanding of the industry. He brought insights on client issues with greater depth and dimension than known by the client at the time. I was representing the client, the leading broker/dealer, in a search for technology to support a new and expanding wealth management program. My own understanding and my client's understanding of possible solutions were significantly extended by Tom's presentations."

Tom Prior's Current Company Details
LifeYield

Lifeyield

View
EVP, Head Of Sales, LifeYield
Tom Prior Work Experience Details
  • Lifeyield
    Evp Sales
    Lifeyield Sep 2008 - Present
    Boston, Massachusetts, Us
    LifeYield LLC is a transformative software company that helps forward-thinking financial firms, advisors, and investors make and keep more money. LifeYield’s software takes a comprehensive view of investors’ assets and provides simple tools to help improve their financial health. They do so through the LifeYield Advantage Suite™ of asset optimizing software programs including Portfolio Advantage, Social Security Advantage, and Income Advantage. Based in Boston and founded by acclaimed finance, technology, and industry experts, LifeYield is passionate about helping people live the retirement of their dreams.
    View
  • Fiserv
    Sales
    Fiserv Mar 2007 - Sep 2008
    Milwaukee, Wisconsin, Us
    View
  • Upstream Technologies
    Evp Sales
    Upstream Technologies Jan 2000 - Mar 2007
  • Sandpoint
    Sales
    Sandpoint 1991 - 1996
  • Oracle
    Sales Executive
    Oracle 1988 - 1991
    Austin, Texas, Us
    View
  • Cullinet Software
    Exec Sales
    Cullinet Software 1981 - 1988
    Los Angeles, Us
    View
  • Geisco
    Sales Engineer
    Geisco 1979 - 1981

Tom Prior Skills

Financial Services Wealth Management Relationship Management Portfolio Management Mutual Funds Asset Managment Sales Securities Asset Management Investments Series 7 Trading Systems Financial Advisory Strategic Partnerships Executive Management Alternative Investments Trading 401k Series 63 Retirement Finance Asset Allocation Equities Etfs Investment Management Morningstar Financial Markets Fixed Income Investment Advisory Hedge Funds Capital Markets Separately Managed Accounts Retirement Planning Series 24 Finra Bonds Series 65 Investment Strategies Fixed Annuities Wealth Management Services

Tom Prior Education Details

  • University Of Massachusetts Amherst
    University Of Massachusetts Amherst

Frequently Asked Questions about Tom Prior

What company does Tom Prior work for?

Tom Prior works for Lifeyield

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

Tom Prior's current role is EVP, Head Of Sales, LifeYield.

What is Tom Prior's email address?

Tom Prior's email address is tp****@****eld.com

What is Tom Prior's direct phone number?

Tom Prior's direct phone number is +161750*****

What schools did Tom Prior attend?

Tom Prior attended University Of Massachusetts Amherst.

What skills is Tom Prior known for?

Tom Prior has skills like Financial Services, Wealth Management, Relationship Management, Portfolio Management, Mutual Funds, Asset Managment, Sales, Securities, Asset Management, Investments, Series 7, Trading Systems.

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