Tom Waisnor

Tom Waisnor

Partner @ Advintro: Driving Innovation, Automation,and Scale to Democratize Financial Services
Boston, Massachusetts, United States

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Work Experience

Advintro

Partner

2023-11-01 - Present

CONFLUENCE CONSULTING GROUP, LLC

Chief Executive Officer

2021-01-01 - Present

Covisum

Director Of Business Development

2019-03-01 - 2021-01-01

Smartleaf

Director Of Business Development

2016-11-01 - 2019-03-01

Northwestern Mutual

Director- Centralized Financial Security & Consulting

2011-10-01 - 2016-06-01

Fidelity Investments

Vice President of Business Development and Consulting: Capital Markets

2006-01-01 - 2008-01-01

Envestnet Asset Management

Vice President and Director of Advisory Services

2000-01-01 - 2002-01-01

United Asset Management

Senior Vice President

1995-01-01 - 2001-01-01

Skills

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Languages

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