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 Best Part of My Job
In his business development role at Cornerstone, Tom focuses on serving the complex and evolving needs of wealthy families, individuals and organizations. He enjoys the moment when a potential partner or client really understands our competitive advantage - that we work objectively for our clients free from the bias created by vendor alliances and commissions. Tom began his career with IBM as a marketing manager and he has been involved in various aspects of business and finance for more than 30 years. In 1973 he helped establish Equitec, a pioneer in financial planning tools and an NYSE-listed financial services firm.
Three Words That Best Describe Me
| • | Trustworthy |
| • | Candid |
| • | Experienced |
Ongoing Results
| • | Built new relationships with prospective clients, strategic referral partners, and the community |
Education
| • | Boston University, College of Business Administration |
Professional and Community Activities
| • | East Jefferson County Rotary Club |
| • | Jefferson County Library |
| • | Domestic Violence/Sexual Assault Program of Jefferson County |
Where To Find Tom When He Is Not At Work
You can find Tom traveling, fishing or gardening. He also enjoys sharing his management expertise and serves on the boards of several nonprofit organizations.
The Cornerstones of Tom's Life: His family.
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