Retired
Current
Dec 2023 - Present
AeroLeads people directory · profile
Tom Putz Email & Phone Number
Retired
at
Retired
1 work email found
@schwab.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Retired
Location
Scottsdale, Arizona, United States
Company size
Who is Tom Putz? Overview
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Quick answer
Tom Putz is listed as Retired at Retired, a company with 83 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Tom Putz.
Tom Putz previously worked as Managed Solutions Investment Consultant - Portfolio Solutions Group at Charles Schwab and Service Relationship Manager at Charles Schwab. Tom Putz holds Master'S Degree, Educational Leadership And Administration from Northern Arizona University.
Company email context
Email format at Retired
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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Tom Putz. Compare company email patterns before reaching out.
Profile bio
About Tom Putz
Experienced leader dedicated to providing superior service for the unique needs of Investment Advisors and their UHNW clients in the family office segment.
Listed skills include Educational Leadership, Curriculum Development, Teaching, Educational Technology, and 9 others.
Current workplace
Tom Putz's current company
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Retired
8 roles
Tom Putz work experience
A career timeline built from the work history available for this profile.
Managed Solutions Investment Consultant - Portfolio Solutions Group
As a Schwab Managed Solutions Investment Consultant, I provide advice and guidance to help clients reach their financial goals. This is done through a consultative approach to help build a plan based on those goals and supported by Schwab’s modern approach to wealth management. Each plan is unique and is always in the client’s best interest.
Aug 2021 - Jan 2024
Service Relationship Manager
Provide dedicated, premier service to Investment Advisors and their UHNW clients in the Family Office segment model.
Jun 2018 - Jan 2024
Vice Principal
Saint John Xxiii Catholic School
K-8 School with 600+ students. One of the largest K-8 in the Diocese of Phoenix.
Jul 2011 - Jun 2018
Jul 2008 - Jun 2011
Teacher / Boys Basketball Coach
Jun 2003 - Jun 2008
Executive Vice President & Ria
Whitehurst Putz Financial / Windsor Financial
Co-owner of Registered Investment Advisory firm; bought by Windsor Financial in 2001.
Jun 1999 - Dec 2001
Registered Rep / Supervisor
Branch - St Paul and Minneapolis from 1989-1993; Institutional Operations working with RIA's and International Trading desk - Phoenix from 1993-1997; Branch - Biltmore (Phx) from 1997-1999.
Nov 1989 - May 1999
Team & coworkers
Colleagues at Retired
Other employees you can reach at azlockbox.com. View company contacts for 83 employees →
DM
David Mack
Colleague at RetiredBerala, New South Wales, Australia, Australia
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GH
Gail Harting
Colleague at RetiredLittle Elm, Texas, United States, United States
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BP
Brian Page
Colleague at RetiredKitchener, Ontario, Canada, Canada
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LK
Linda Kennedy
Colleague at RetiredGreenville, South Carolina, United States, United States
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DH
Doug Hudson
Colleague at RetiredNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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SJ
Stephen J. Pipito
Colleague at RetiredGreater Philadelphia, United States
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MC
Michael Coombs
Colleague at RetiredUnited Kingdom, United Kingdom
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AS
Aurora Sun
Colleague at RetiredSarasota, Florida, United States, United States
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SG
Simon Gleave
Colleague at RetiredHong Kong, Hong Kong SAR, Hong Kong
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BB
Byron Biller
Colleague at RetiredVictoria, British Columbia, Canada, Canada
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David Mack
Colleague at RetiredBerala, New South Wales, Australia, Australia
View →
GH
Gail Harting
Colleague at RetiredLittle Elm, Texas, United States, United States
View →
BP
Brian Page
Colleague at RetiredKitchener, Ontario, Canada, Canada
View →
LK
Linda Kennedy
Colleague at RetiredGreenville, South Carolina, United States, United States
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DH
Doug Hudson
Colleague at RetiredNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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SJ
Stephen J. Pipito
Colleague at RetiredGreater Philadelphia, United States
View →
MC
Michael Coombs
Colleague at RetiredUnited Kingdom, United Kingdom
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AS
Aurora Sun
Colleague at RetiredSarasota, Florida, United States, United States
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SG
Simon Gleave
Colleague at RetiredHong Kong, Hong Kong SAR, Hong Kong
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BB
Byron Biller
Colleague at RetiredVictoria, British Columbia, Canada, Canada
View →
3 education records
Tom Putz education
Master'S Degree, Educational Leadership And Administration
Master Of Arts (Ma), Education, K-12
Bachelor'S Degree, Business Administration And Management, General
FAQ
Frequently asked questions about Tom Putz
Quick answers generated from the profile data available on this page.
What company does Tom Putz work for?
Tom Putz works for Retired.
What is Tom Putz's role at Retired?
Tom Putz is listed as Retired at Retired.
What is Tom Putz's email address?
AeroLeads has found 1 work email signal at @schwab.com for Tom Putz at Retired.
Where is Tom Putz based?
Tom Putz is based in Scottsdale, Arizona, United States while working with Retired.
What companies has Tom Putz worked for?
Tom Putz has worked for Retired, Charles Schwab, Saint John Xxiii Catholic School, Rancho Solano Private Schools, and Notre Dame Preparatory.
Who are Tom Putz's colleagues at Retired?
Tom Putz's colleagues at Retired include David Mack, Gail Harting, Brian Page, Linda Kennedy, and Doug Hudson.
How can I contact Tom Putz?
You can use AeroLeads to view verified contact signals for Tom Putz at Retired, including work email, phone, and LinkedIn data when available.
What schools did Tom Putz attend?
Tom Putz holds Master'S Degree, Educational Leadership And Administration from Northern Arizona University.
What skills is Tom Putz known for?
Tom Putz is listed with skills including Educational Leadership, Curriculum Development, Teaching, Educational Technology, Teacher Training, K 12, Staff Development, and Classroom Management.
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