Tom Simonson

Tom Simonson Work

Partner and Managing Director

@ Creative Planning

Senior Vice President

@ Lockton

Principal

@ Mercer

Tom Simonson Education

2009 - 2011 Master of Business Administration (M.B.A.)

Wake Forest University
1991 - 1995 Bachelor of Business Administration - BBA in Finance

Iowa State University - Ivy College of Business

Tom Simonson Skills

401kRetirementDefined BenefitSeries 7Series 63Employee BenefitsDefined ContributionRetirement PlanningMutual FundsInvestmentsAsset AllocationPensionsERISAQualified Retirement PlansRetirement Plan ConsultingInvestment StrategiesInvestment AdvisoryWealth ManagementFinancial ServicesAlternative InvestmentsInvestment ManagementMarketingSalesMicrosoft ExcelSANLeadershipStrategyStrategic PlanningPublic Speaking

Tom Simonson Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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Tom Simonson currently works at Creative Planning as Tom Simonson - Partner and Managing Director at Creative Planning Retirement Services.

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