Invesco Global Consulting Who We Are
Our team is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.
CIMA
Tom is responsible for representing the Invesco Global Consulting coaching and consultation platform to financial professionals across the Northeast. He has regularly presented and coached on a wide range of topics, including practice management skills, business development strategies, client service and communication principles.
Tom joined Invesco in 2007 after working for ING as a sales consultant. He started in the business at John Hancock in 2003 and then as a financial professional at Morgan Stanley in 2004. Tom earned a BS in economics from the University of New Hampshire. He is a Certified Investment Management Analyst and holds the Series 7, 65, 66 and 79 registrations.
Tom lives with his wife Kim and his son Kevin in Weston, Massachusetts. In his free time, he enjoys skiing, cooking, and spending time with his family.
Our team is dedicated to delivering unique and creative solutions designed to help financial professionals grow, keep, and optimize their businesses.
Invesco Global Consulting is the industry’s largest communication and consulting services group with a focus on financial professionals.¹ Our research-based resources and actionable insights are crafted to focus on four key aspects of your business: new business development, wealth management, practice management and client service
To learn more about Invesco Global Consulting services and resources, you can contact us here.
Invesco Advisers, Inc. is an indirect, wholly owned subsidiary of Invesco Ltd.
1 Source: RA Prince & Associates, Inc. as of 3/31/20
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