Thomas Catalano, Mba, Cfp® Email & Phone Number

Hilton Head Island, Sc, Us

Hilton Head Island, South Carolina Area

Member of the Financial Review Board for online publications, Investopedia and The Balance. Provide oversight related to article accuracy and editorial input. You can view my profile using the link below. For more information regarding the Financial Review Board please use the links below to visit Investopedia and The Balance.

Hilton Head Island, South Carolina Area

Hilton Head Wealth Advisors specializes in providing comprehensive financial planning services to individuals and families. We charge for our services on a fee-only basis and do not accept commissions or any other form of compensation from 3rd parties, ensuring that the advice we offer is objective, tailored and always in the best interest of our clients. As a holder of the coveted CFP® designation we are required to conduct our business dealings using the Fiduciary Standard of Care which means our client's interests must always be placed above our own. To schedule a free consultation please feel free to contact us via LinkedIn or call us at 203.482.0671. For more information regarding the CFP® standards please visit the Certified Financial Planner Board website at www.cfp.org. For additional information concerning our firm please visit the SEC's website at https://www.adviserinfo.sec.gov or FINRA at https://brokercheck.finra.org. Achieving financial independence is a journey. Let Hilton Head Wealth Advisors help guide you every step of the way.

Beverly Hills, Ca 90210

Founded in 2006, NMS Capital Advisors, LLC is a leading full service investment banking, securities and wealth management firm headquartered in Beverly Hills, California. We provide a full array of investment banking and advisory services including debt and equity capital raising for public and private companies, mergers and acquisitions, cross-border advisory, private equity and hedge fund advisory, valuations and fairness opinions, EB-5 capital advisory, securities brokerage and other strategic advisory services. Together with our affiliated registered investment advisory firm, NMS Capital Asset Management, Inc. we offer wealth management, alternative investments, insurance and asset management services. NMS Capital Advisors is a registered broker-dealer with the Securities and Exchange Commission. We are member of the following:Financial Industry Regulatory Authority (FINRA)Municipal Securities Rulemaking Board (MSRB)Securities Investors Protections Corporation (SIPC)

Hilton Head, Sc

Hilton Head, SC, October 1, 2016 – THOMAS J CATALANO, MBA, CFP®, in Hilton Head, SC has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Catalano specializes in comprehensive personal financial planning.The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: professional conduct and regulation, general financial planning principles, education planning, risk management and insurance planning, investment planning, tax planning, retirement savings and income planning, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP and CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 74,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

Hilton Head, Sc

Assess the financial needs of individuals and assist them with planning for short and long-term, financial goals.

Meriden, Ct

Engaged in early stage business development activities to assist account teams with identification of Network Integration and Sourcing opportunities, client education and deal qualification. Led the development and launch of TCO/ROI ROM business case courseware and an Excel-based toolkit for use in the early stages of Network Sourcing business development.Developed and launched communication strategies for field sales involving presentations, case studies, training, client collateral, roadshows and web portal management. Led the Network Integration and Sourcing Principal Architect Advisory Council, providing SWOT level analysis of the portfolio and recommended enhancements to senior leadership. Designed and launched targeted sales incentive programs to address gaps in plan attainment. Two such programs generated $25M and $53M in incremental Network Integration revenue respectively. Provided business analytics and developed channel strategy recommendations for existing and emerging lines of business.Supported CFO and Sales Operations tracking and reporting of monthly revenue and unit plan vs. attainment metrics.

Norwalk, Ct

Led a team of 15+ sales and service professionals in the support of AT&T's top Fortune 100 enterprise clients. Responsible for over $50M in annual revenue. Product portfolio responsibility included domestic and international voice and data services (MPLS, VoIP, VPN, Ethernet, SONET/DWDM metro networking), hosting, cloud computing, audio and video conferencing and collaboration services, managed services, network security services, consulting services, advanced call center design and wireless services. Consistently met or exceeded all objectives for quota attainment, accounts receivable, expense management and customer satisfaction. Industry concentration in healthcare and media/publishing.

Norwalk, Ct

Held various sales and technical support leadership positions in AT&T's small and middle-market business segments. Responsible for managing and growing revenue bases that exceeded $100M in annual revenue. Consistently met or exceeded all objectives for quota attainment, accounts receivable, expense management and customer satisfaction. Promoted to Signature Client Director following comprehensive internal and external executive screening process.

Basking Ridge, Nj

Assisted in the development of five year strategic plans for the consumer segment, including investment direction and net present value determination.

White Plains, Ny

Inside sales position responsible for managing a base of 300 small to medium sized accounts. Consistently met or exceeded all objectives for quota attainment, accounts receivable, expense management and customer satisfaction. Winner of numerous monthly sales awards, as well as sales person of the year in 1983 and 1984.

White Plains, Ny

Outside sales position responsible for managing a base of NCR's largest customers. Product portfolio consisted of computer systems, small offfice equipment and supplies and business form systems. Consistently met or exceeded all objectives for revenue growth, accounts receivable, expense management and customer satisfaction. Winner of numerous sales person of the month awards. Ranked in top 10% of worldwide sales force in 1981 and 1982.

Cfp, Financial Planning And Services

Certificate in Financial Planning Awarded April 2016. Passed the National CERTIFIED FINANCIAL PLANNER TM Exam July 2016.

Mba, Marketing Management

Activities and Societies: Phi Sigma Omicron