Tom Atchison

Background

About Tom Atchison

Known as being knowledgeable and resourceful, I am a sales and client management consultant focused on helping clients achieve goals via sales strategies, investments, and recordkeeping platforms. I am a trusted and effective people manager with a background in securing billions in assets through Business Development, Cross-Functional Collaborations, and Transition Management. 9 KEY AREAS OF SKILLS I OFFER > Servicing and retaining institutional client relationships.> Becoming a trusted partner to financial advisors.> Working with internal business partners to address client questions, requests, and day to day service needs, assisting with plan provisions, investments, transactions, and deliverables.> Advancing client conversion/transition processes by collaborating with other departments.> Creating sales presentations, pitch books, and RFP responses.> Developing quarterly and ad-hoc/client reports, spreadsheets, and presentations, and overseeing maintenance of client files and records.> Cultivating relationships with custodians, recordkeepers, 3rd party administrators, and investment managers.> Applying expertise in working in client services for organizations providing retirement plan services for 401(k), 403(b), Non-Qualified, or Defined Benefit plans from an operational, record-keeping, and investment perspective.> Leveraging knowledge of various levels of investments including fund managers, associated expenses, and ERISA guidelines and regulations. WHAT I’M BEST KNOWN FOR My sales and client service peers see me as a resource and look to me for advice on how to approach different sales situations. I frequently mentor others discussing client situations, sales tactics, and career advice. IN MY SPARE TIME I'm an avid traveler and have been able to visit all fifty state and a number of international destinations. While I'm home, I enjoy golf, skiing, hiking and the occasional triathlon. CONTACT ME I can be reached at wtatchison@gmail.com