Tom Munsell

Background

About Tom Munsell

Thank you for reading my profile. I am an entrepreneurial business advisor and strategist who is both player and coach. Connecting strategy, tactics, process, customers and people via innovative technology and efficient process has enabled me to grow both revenue and profits. I have a proven 20 year track record of working with peers, clients, industry data, and proprietary research to create innovative business and sales strategies that have increased sales and client retention well beyond corporate goals. I have worked with classical marketers as such as Michael Porter, but also bring the “street smart” sales edge and high technology that connects strategy to tactics. Very strong technical investment analytical and technology skills, consulting objectivity, excellent listening capabilities, and well recognized formal presentation skills are key strengths. Working with clients and partners to solve problems and advance their business is very enjoyable to me as is knowing all clients and their families on a personal level. Outside of work, I enjoy, motorcycling, music, and community based work. You can each out to me at Linked in or directly at tommgo@cox.net Specialties: Strategy, sales, technology, and portfolio analysis within institutional, sub advisory, separate accounts, and mutual funds. Creating a unique and differentiated combination of brand, product, marketing programs, and sales strategy to improve sales and client retention. Use innovative technologies to connect clients with business process. Client Portfolio Manager who cogently articulates investment strategy and results.