Thomas Loch is a high-level professional, who works in Envestnet main office of which is in 226. on the position of Senior Vice President - Enterprise Accounts since 2013. This person gained professional experience in more than eight positions at different companies. Florham Park, New Jersey is the area, where this professional was known to be located. The professional's email address and number can be easily accessed through SoftwareOfficial on demand.
Name variants:
Tom Loch,
Tommy Loch,
Damerl Loch
Last updated Jun 20, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ta**@verizon.net, th**@envestnet.com, gi**@yahoo.com
Location
Florham Park, NJ
Company
Workplace
Colleagues
Work History
Senior Vice President - Enterprise Accounts
Chicago, IL
Envestnet is one of the fastest growing and financially sound advisor practice management platforms integrating proven investment expertise, state-of-the-art technology and outsourced fiduc...
Sep 2013 — Dec 2019
Senior Vice President
216 south Jefferson St SUITE 601, Chicago, IL 60661
Managed the business development and sales efforts supporting the rollout of service offerings to Broker Dealers, Recordkeepers, Banks and TPAs.
Apr 2010 — Aug 2013
President and Founder
Created web based technology platform solution for providing investment advice and life goal planning platform services to Broker Dealers and their financial advisors in partnership with Sta...
Apr 1999 — Jun 2000
Chief Information Officer
Led UPI’s technology departments in the support of our retirement service and printing business operations.
Key Achievements:
Developed and executed strategic information technology plan ...
Jan 1996 — Apr 1999
Senior Vice President Technology and Client Solutions
Managed all aspects of CTI’s engineering, customer support and consulting team activities focused on the development and support of our technology platforms supporting retirement plan servic...
Oct 1994 — Dec 1995
Vice President Retirement Services
Ten year career covered building initial technology processing environments to managing all aspects of operations and customer support.
Key Achievements:
Led the development and engineeri...
Apr 1984 — 1994
Occupations
Executive
Senior Vice President
Advisor
Lawyer
Fiduciary
Artist
Model
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Vice President
Chief Executive
Trust Law Attorney
Lawyer
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Retirement
Mutual Funds
Financial Services
Retirement Planning
401K
Financial Advisory
Wealth Management
401K Rollovers
Pensions
Asset Allocation
Benefits Administration
Series 7
Investment Advisory
Financial Planning
Employee Benefits
401 Retirement Savings Plans
Pension Funds