Tom Walters
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Tom Walters Email & Phone Number

Trading Leader | Advisor Services | Technology | Investment Solutions at Beacon Pointe
Location: Greater Minneapolis-St. Paul Area, United States, United States 8 work roles 1 school
1 work email found @wealthenhancement.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@wealthenhancement.com
LinkedIn Profile matched
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Current company
Beacon Pointe
Role
Trading Leader | Advisor Services | Technology | Investment Solutions
Location
Greater Minneapolis-St. Paul Area, United States, United States
Company size
186 employees

Who is Tom Walters? Overview

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Quick answer

Tom Walters is listed as Trading Leader | Advisor Services | Technology | Investment Solutions at Beacon Pointe, a company with 186 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at wealthenhancement.com and a matched LinkedIn profile for Tom Walters.

Tom Walters previously worked as Trading Manager at Beacon Pointe and Trading Manager at Wealth Enhancement Group. Tom Walters holds Coursework Towards Business Degree from North Hennepin Community College.

Company email context

Email format at Beacon Pointe

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{first_initial}{last}@wealthenhancement.com
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Profile bio

About Tom Walters

Highly accomplished professional with a proven track record in facilitating the seamless integration of managed account strategies within financial advisory practices, fueling business expansion through innovative technology solutions and comprehensive services. Adept at fostering collaborative relationships between financial advisors and technology providers, with extensive expertise spanning sales, trading, portfolio management, onboarding, training, and operations. Recognized for strategic acumen, collaborative prowess, and a consistent ability to deliver quantifiable outcomes for clients.

Listed skills include Investments, Financial Modeling, Series 7, Portfolio Management, and 14 others.

Current workplace

Tom Walters's current company

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Beacon Pointe
Beacon Pointe
Trading Leader | Advisor Services | Technology | Investment Solutions
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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8 roles · 6 years

Tom Walters work experience

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

Trading Manager

Current
Beacon Pointe

Responsible for ensuring a consistently excellent client and advisor experience as leader of central trading team.

Feb 2024 - Present

Trading Manager

Wealth Enhancement Group

Greater Minneapolis-St. Paul Area

  • Led high-performance managed account trading team, achieving AUM growth from $15B to $60B in 2 years. Oversaw critical aspects including hiring, training, coaching, advisor onboarding, and investment solutions.
  • Orchestrated successful conversion of newly acquired RIAs, to a centralized trading platform, resulting in annual cost savings by eliminating redundant systems. Managed the entire transition process, from initial.
  • Collaborated effectively with the technology team to spearhead the development of a new trading database. This initiative significantly improved onboarding efficiency, enabling the integration of newly acquired assets.
  • Successfully led trading conversion of 40,000+ managed accounts from Envestnet Tamarac to Orion Eclipse on schedule.
2020 - 2022 ~2 yrs

Senior Training Consultant

Rbc Wealth Management

Greater Minneapolis-St. Paul Area

  • Led training plan development for new clients and conducted tech demos for prospects, collaborating with cross-functional teams.
  • Recognized as the go-to leader for prospect demos, due to a keen ability to identify unique client needs and align them with available solutions.
  • Trained advisors on "RBC Black" suite, encompassing Circle Black, Redtail, Riskalyze, and Money Guide Pro. Hosted webinars for 500+ advisors, leading to new users.
  • Actively contributed to four on-site conferences, promoting RBC products and Envestnet UMA to 150+ financial advisors.
Apr 2019 - Aug 2020

Real Estate Agent

Edina Realty

Greater Minneapolis-St. Paul Area

Jun 2018 - Apr 2019

Sales Executive

Healthy Savings

Plymouth, MN

  • Developed a go-to-market strategy for Healthy Savings wellness benefit for large and mid-sized companies.
  • Generated a high volume of leads through diverse outreach methods.
  • Delivered persuasive sales presentations to highlight the value of Healthy Savings.
  • Cultivated strong client, vendor, and stakeholder relationships, driving business growth.
Dec 2017 - May 2018

Vp - Equity Sales And Trading

Feltl And Company

Greater Minneapolis-St. Paul Area

  • Marketed investment ideas to diverse clientele, leading a high-performance market-making desk specializing in investment banking.
  • Managed and optimized a proprietary trading portfolio.
  • Directed a specialized market-making desk focused on investment banking and research, ensuring timely execution of complex transactions.
  • Demonstrated strong risk assessment and adaptation skills in rapidly changing market conditions.
  • Ensured strict adherence to industry regulations and compliance to protect the firm's interests.
Jun 2004 - Jun 2017

Equity Trader And Market Maker

Mjsk

Greater Minneapolis-St. Paul Area

Market maker and agency trader.

Jan 1999 - May 2002
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

IM Ian Martindale Ian Martindale Colleague at Beacon PointeSalt Lake City, Utah, United States, United States View → EN Eric Newby, Cfp® Eric Newby, Cfp® Colleague at Beacon PointeScottsdale, Arizona, United States, United States View → BR Burk Rosenthal, Cfp®, Cfs, Chfc®, Crc® Burk Rosenthal, Cfp®, Cfs, Chfc®, Crc® Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States View → GG Gregory Gionfriddo Gregory Gionfriddo Colleague at Beacon PointeNorth Port-Sarasota Area, United States View → JV Jacob V. Jacob V. Colleague at Beacon PointeBoston, Massachusetts, United States, United States View → PG Peter Gottlieb Peter Gottlieb Colleague at Beacon PointeDallas, Texas, United States, United States View → GG Gail Glasgow Gail Glasgow Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States View → MN Medha Nadgir Medha Nadgir Colleague at Beacon PointeWaltham, Massachusetts, United States, United States View → CB Cory Bruntz, Cfp® Cory Bruntz, Cfp® Colleague at Beacon PointeFort Worth, Texas, United States, United States View → RK Robert Kuchar Robert Kuchar Colleague at Beacon PointeGreater Phoenix Area, United States View →
1 education record

Tom Walters education

FAQ

Frequently asked questions about Tom Walters

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

What company does Tom Walters work for?

Tom Walters works for Beacon Pointe.

What is Tom Walters's role at Beacon Pointe?

Tom Walters is listed as Trading Leader | Advisor Services | Technology | Investment Solutions at Beacon Pointe.

What is Tom Walters's email address?

AeroLeads has found 1 work email signal at @wealthenhancement.com for Tom Walters at Beacon Pointe.

Where is Tom Walters based?

Tom Walters is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Beacon Pointe.

What companies has Tom Walters worked for?

Tom Walters has worked for Beacon Pointe, Wealth Enhancement Group, Rbc Wealth Management, Edina Realty, and Healthy Savings.

Who are Tom Walters's colleagues at Beacon Pointe?

Tom Walters's colleagues at Beacon Pointe include Ian Martindale, Eric Newby, Cfp®, Burk Rosenthal, Cfp®, Cfs, Chfc®, Crc®, Gregory Gionfriddo, and Jacob V..

How can I contact Tom Walters?

You can use AeroLeads to view verified contact signals for Tom Walters at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Tom Walters attend?

Tom Walters holds Coursework Towards Business Degree from North Hennepin Community College.

What skills is Tom Walters known for?

Tom Walters is listed with skills including Investments, Financial Modeling, Series 7, Portfolio Management, Capital Markets, Equities, Asset Management, and Financial Analysis.

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