Tom Walters Email and Phone Number
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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.
Beacon Pointe
View- Website:
- beaconpointe.com
- Employees:
- 186
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Trading ManagerBeacon Pointe Feb 2024 - PresentResponsible for ensuring a consistently excellent client and advisor experience as leader of central trading team.
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Trading ManagerWealth Enhancement Group 2020 - 2022Greater Minneapolis-St. Paul AreaLed 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 development.• 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 consultations to final conversion, ensuring a seamless experience for advisors. • 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 6-12 months faster, enhancing operational agility and client service.• Successfully led trading conversion of 40,000+ managed accounts from Envestnet Tamarac to Orion Eclipse on schedule. -
Senior Training ConsultantRbc Wealth Management Apr 2019 - Aug 2020Greater Minneapolis-St. Paul AreaLed 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. -
Real Estate AgentEdina Realty Jun 2018 - Apr 2019Greater Minneapolis-St. Paul Area -
Sales ExecutiveHealthy Savings Dec 2017 - May 2018Plymouth, MnDeveloped 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. -
Vp - Equity Sales And TradingFeltl And Company Jun 2004 - Jun 2017Greater Minneapolis-St. Paul AreaMarketed 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.
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Equity TraderRbc Capital Markets May 2002 - Aug 2003Greater Minneapolis-St. Paul Area -
Equity Trader And Market MakerMjsk Jan 1999 - May 2002Greater Minneapolis-St. Paul AreaMarket maker and agency trader.
Tom Walters Skills
Tom Walters Education Details
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Coursework Towards Business Degree
Frequently Asked Questions about Tom Walters
What company does Tom Walters work for?
Tom Walters works for Beacon Pointe
What is Tom Walters's role at the current company?
Tom Walters's current role is Trading Leader | Advisor Services | Technology | Investment Solutions.
What is Tom Walters's email address?
Tom Walters's email address is tw****@****ltl.com
What schools did Tom Walters attend?
Tom Walters attended North Hennepin Community College.
What skills is Tom Walters known for?
Tom Walters has skills like Investments, Financial Modeling, Series 7, Portfolio Management, Capital Markets, Equities, Asset Management, Financial Analysis, Securities, Equity Research, Equity Trading, Series 24.
Who are Tom Walters's colleagues?
Tom Walters's colleagues are Gregg Cowan, Ava G., Daniel Saur, Dillon Gomez, Emily Turner, Luke Jackson, Jack Thomas, Cfp®.
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