Thomas Waters is a eficient expert, who works in Wilmington Trust main office of which is in 21. on the position of Senior Private Client Advisor since 2019. Thomas gained professional experience in more than eight positions at different companies. Thomas Waters went to the Cornell Johnson Graduate School of Management and was studying there from 2009 to 2011. Rochester, New York is the city, where the professional was known to live. This professional's e-mail and phone are easily accessed through this website by request.
Name variants:
Tom Waters,
Tommy Waters,
Damerl Waters
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 4, 2022
Email
tw**@ofii.com, tw**@manning-napier.com
Location
Rochester, NY
Company
Workplace
Senior Private Client Advisor
Wilmington, DE
Industry
Financial Services, Trust Management, Business Services at Non-Commercial Site
Colleagues
Work History
Senior Private Client Advisor
1100 north Market St, Wilmington, DE 19890
from Mar 2019
Senior Institutional Defined Contribution Strategist
For over six decades, individuals and institutions around the world have viewed Franklin Templeton Investments as a trusted partner in asset management. We leverage the expertise of multiple...
Aug 2016 — Mar 2019
Defined Contribution Practice Leader
290 Woodcliff Dr, Fairport, NY 14450
Led the institutional DC sales and marketing initiative with the goal of growing the firm's defined contribution business through a targeted business initiative. Included reshaping the firm'...
Jun 2014 — Jan 2016
Managing Partner
25 Braintree Hill Park, Braintree, MA 02184
Managing Partner of a boutique, DC focused investment consulting firm. Focused on generating new business leads and refining the brand and strategic marketing to highlight a flexible and tac...
Jul 2013 — Mar 2014
Vice President - Client Advisor
270 Park Ave, New York, NY 10010
Sales professional responsible for growing the direct, large-plan DC business in the mid-west. Sold over $1.3bn in total assets and developed an active pipeline of over $3bn in potential new...
Mar 2011 — Jun 2013
Managing Director
Institutional sales role primarily focused on building a DC franchise while simultaneously selling investment solutions to DB plans. Successful sales track record included direct plan sponso...
Feb 2008 — Feb 2011
Vice President - Account Manager
100 Federal St, Boston, MA 02110
Multi-faceted role focused on both new client development and relationship management. Responsibilities included managing key DC platform relationships, totally over $10bn in total Putnam AU...
Oct 2002 — Apr 2008
Product Manager, Distributed Products
140 Broadway, New York, NY 10005
Responsible for investment servicing of BBH's DC clients. Additionally, was both a member and ultimately chaired the Investment Committee for BBH's non-proprietary manager selection group. C...
Jul 1999 — Oct 2002
Education
2009 — 2011
2009 — 2011
1995 — 1999
Occupations
Advisor
Executive
Partner
Chief Executive
Skills
Investments
Mutual Funds
Defined Contribution
Asset Management
Series 7
Asset Allocation
Management
Equities
Portfolio Management
Alternative Investments
Series 63
Retirement
Investment Management
Analysis
Financial Services
Risk Management
401K
Employee Benefits
Fixed Income
Investment Strategies
Dynamic Asset Allocation
FAQs about Thomas Waters
What's the main profession of Thomas Waters?
The expert is a Senior Private Client Advisor.
What jobs is Thomas a professional at?
The expert is proficient at Advisor jobs.
Where is Thomas Waters currently located?
Thomas Waters is located in Rochester, New York.
Does Thomas Waters have the email address?
tw**@ofii.com and tw**@manning-napier.com is The expert's email address.
How many companies did Thomas Waters work at?
The professional worked at eight jobs.
Where has Thomas Waters studied?
Thomas studied at the Cornell Johnson Graduate School of Management from 2009 to 2011.
What is professional industry that Thomas Waters worked in?
This professional works in Investment Management industry.
Are there any professional skills, that Thomas Waters has?
Thomas has such skills as Investments, Mutual Funds, Defined Contribution, Asset Management, Series 7, Asset Allocation, Management, Equities, and Portfolio Management.