Tom Walters
Trading Manager at Beacon Pointe
Based in Minneapolis, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Minneapolis
Industry
Financial Services
Company size
771
Contact information
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t•••••••@beaconpointe.com
Phone
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Background
About Tom Walters
Highly accomplished professional with a proven track record in facilitating the seamless integration of managed account strategies within financial advisory practices, fueling business expansion through innovative technology solutions and comprehensive services. Adept at fostering collaborative relationships between financial advisors and technology providers, with extensive expertise spanning sales, trading, portfolio management, onboarding, training, and operations. Recognized for strategic acumen, collaborative prowess, and a consistent ability to deliver quantifiable outcomes for clients.
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