Number of Founded Organizations 1
CB Rank (Person) 683,712

Tom has spent 10 years in the financial services industry with experience across investment, technology and marketing departments, leading strategic business growth and technology innovation.

Experienced with CRM and digital marketing, video production, and supporting tools, Tom served as Chief Technology Officer for 3D Asset Management and was a

member of their investment committee. He has worked closely with advisors and helped to draw clarity of the segmented retirement income plan strategy through extensive statistical analysis of historical financial market data.

Number of Current Jobs 1
Tom O'Connor is the Founder / CMO at WealthConductor, LLC.
There is no recent news or activity for this profile.