
Eamon Twomey
Strategic and visionary financial services executive with 25+ years of expertise in operations, advisory services, investor services, brokerage... | Denver, Denver, United States
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Eamon Twomey’s Emails ea****@sc****.com
Eamon Twomey’s Phone Numbers No phone number available.
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Eamon Twomey’s Location Denver, Denver, United States
Eamon Twomey’s Expertise Strategic and visionary financial services executive with 25+ years of expertise in operations, advisory services, investor services, brokerage services, and clearing operations. Well-respected and proactive leader who optimizes employee performance, builds solid operational capabilities, modernizes key platforms, and repeatedly delivers strong top- and bottom-line results for multibillion-dollar firms. Effectively lead teams who drive scalable solutions, manage risk, and provide world-class service to clients. Recognized for managing custody and asset functions which includes tax reporting, cost basis, corporate actions, settlements and defining operational processes and controls that support wealth management regulatory requirements. Currently teach two graduate courses at the Daniels School of Business at the University of Denver and serve on the Daniels Executive Advisory Board. Hold FINRA licenses 3, 4, 7, 9, 10, 24, 27, 53, 55, 63 and 99.
Eamon Twomey’s Current Industry Innovayte
Eamon
Twomey’s Prior Industry
Jackson
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The Hartford
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Charles Schwab
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Daniels College Of Business
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University Of Denver Daniels College Of Business
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Innovayte
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Work Experience

Innovayte
Head of Operations & Client Service
Mon Apr 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
University Of Denver Daniels College Of Business
Adjunct Professor - MBA Programs
Sat Jan 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Charles Schwab
Managing Director / Senior Vice President, Operational Services
Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)
Charles Schwab
Vice President, Advisor Services
Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Daniels College Of Business
Executive Advisory Board Member
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Charles Schwab
Vice President, Investor Services
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
The Hartford
Vice President, CEO & COO of the Broker Dealers
Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Jackson
Vice President, Operations
Fri Nov 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)