Tom Moody has been a Director of Intermediary Sales at Wakefield Asset Management Corporation since 2017. Additionally, Tom Moody has on-the-job experience at more than three companies using similar skills. Tom has a total work experience of 19+ years. Tom Moody studied at the University of Denver - Daniels College of Business from 1999 to 2002. Tom Moody has the following certificates: Series 7, 66, 24 Licenses and Series 7, 66, 24 License. Currently the professional lives in Denver, Colorado region. Find this person's current contacts through our search.
Name variants:
Thomas Moody
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 10, 2022
Email
th**@victoryconnect.com
Location
Denver, CO
Workplace
Director of Intermediary Sales
Englewood, CO
Industry
Investment Management, Financial Advisor
Colleagues
Work History
Director of Intermediary Sales
7887 east Belleview Ave SUITE 800, Englewood, CO 80111
from Jun 2017
Director of National Accounts
15935 La Cantera Pkwy, San Antonio, TX 78256
National Account relationship manager for Regional, Independent, Wirehouse, RIA and Bank/Trust clients.
2001 — Jul 2016
Regional Consultant
Chicago, IL
Worked with new and existing RIAs to develop and manage major aspects of investment consulting including the client profile, asset allocation, rebalancing, and monitoring stages of the clien...
1997 — 2001
Education
1992 — 1996
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Sales Specialist
Relationship Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Account Service Manager
Customer Service
Skills
Mutual Funds
Asset Allocation
Alternative Investments
Relationship Management
Business Development
Asset Management
Investments
FAQs about Tom Moody
What is the main profession of Tom Moody?
The expert is a Director of Intermediary Sales.
What are the main profession of The professional?
These person's professions are Executive and Director
Where does Tom Moody live?
Denver, Colorado is the place where Tom Moody lives
Does the expert have the email address?
th**@victoryconnect.com is Tom Moody's email address.
How many companies did Tom Moody work at?
The professional worked at three jobs.
What education does Tom Moody have?
Tom studied at the University of Denver - Daniels College of Business from 1999 to 2002.
What are the certifications of Tom Moody?
This expert received the following certifications: Series 7, 66, 24 Licenses and Series 7, 66, 24 License.
What is the industry that Tom Moody worked in?
This professional works in Financial Services industry.