Partner and Managing Director
Tom Simonson
Tom Simonson - Partner and Managing Director at Creative Planning Retirement Services
Tom Simonson Work
Tom Simonson Education
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2009 - 2011 Master of Business Administration (M.B.A.)Wake Forest University
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1991 - 1995 Bachelor of Business Administration - BBA in FinanceIowa 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
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Personal email
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Tom Simonson currently works at Creative Planning.
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Where is Tom Simonson located?
Tom Simonson is based in or around Charlotte, NC, US.
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