
Qka Tom Cleary
My experience spans over 20 years in the financial services field and 18 years of direct experience... | Parlin, New Jersey, United States
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Qka Tom Cleary’s Emails [email protected]
Qka Tom Cleary’s Phone Numbers No phone number available.
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Qka Tom Cleary’s Location Parlin, New Jersey, United States
Qka Tom Cleary’s Expertise My experience spans over 20 years in the financial services field and 18 years of direct experience in compliance related functions and overall knowledge of Employer sponsored DC plans. • Member of the American Society of Pension Professionals and Actuaries (ASPPA), with a designation as a qualified 401(k) administrator (QKA). • Registered Representative • Series 6, and 63 • Life, Accident & Health, Variable licenses in multiple states
Qka Tom Cleary’s Current Industry Transamerica
Qka
Tom Cleary’s Prior Industry
Morgan Stanley Smith Barney
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Citistreet
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Kingsbridge Axa Financial
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Adp
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Cammack Retirement
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Empower
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Transamerica
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Work Experience

Transamerica
Lead Client Executive
Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Empower
Client Relationship Manager
Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Nov 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Cammack Retirement
Account Manager
Sun Aug 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Adp
Compliance Specialist
Tue Nov 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jul 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Kingsbridge Axa Financial
Compliance Testing Specialist / Account Executive
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2005 00:00:00 GMT+0000 (Coordinated Universal Time)
Citistreet
Client Services Counselor
Mon Nov 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Sep 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)
Morgan Stanley Smith Barney
Financial Advisor's Assistant / Intern
Mon Mar 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jun 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time)