Since 2007, Tom Coté has been working in Total Solution Financial Partners. Tom Coté is a qualified Principal and Owner with over 38 years of work experience. According to Tom's resume and work profile, Tom has worked at more than 15 places with diverse backgrounds and got various skills. Tom attended school at the University of California, Los Angeles from 1969 to 1971. Tom Coté can be found in San Francisco, California – where this professional currently lives. You can search for this person's contacts. We can also provide you exhaustive contact information upon request.
Name variants:
Thomas Coté
Contact Information
Workplace
Work History
Principal and Owner
We are a financial services consulting firm offering expertise in the following areas: retirement plan services
investment management
investment education
and back office securities proc...
2007 — Jul 2014
Senior Vice President - Retirement Plan Solutions
EQIS is a Turnkey Asset Management Platform (TAMP) (www.eqis.com) that provides separate account management through direct investments in the stock market coupled with low cost ETF strategie...
from Jul 2014
Sales Director
Retirement Plan Fee Disclosure compliance and Fee Benchmarking.
Apr 2012 — Aug 2013
Senior Retirement Consultant
Pasadena, CA
Retirement Plan Recordkeeping and Administration.
Apr 2011 — Mar 2012
Senior Retirement Plan Consultant
Full service investment and recordkeeping solutions for defined contribution plans.
2000 — 2006
Independent Consultant
Various independent consulting engagements for financial services organizations.
1997 — 2000
Director
Major trade association serving Bank Broker/Dealer sector.
1994 — 1996
Corporate Vice President
Institutional investment management sales.
1992 — 1994
Vice President
Global custody, clearing, and securities lending services.
1989 — 1992
Institutional Account Executive
245 Summer St, Boston, MA 02210
Institutional and Defined Contribution mutual fund sales and discount brokerage program sales.
1982 — 1986
Financial Services Consultant
Institutional Financial Services consultants.
1981 — 1982
Vice President - Custody and Securities Lending
Domestic Institutional Custody, Clearing, and Securities Lending sales.
1978 — 1980
Marketing
Marketing and sales for Pacific Stock Exchange Options Trading floor and Securities Depository subsidiaries.
1976 — 1978
Education
1969 — 1971
1966 — 1969
Occupations
Executive
Senior Vice President
Professor
School Principal
Owner
Accountant
Finance and Accounting Specialist
Managers
Veterinarian
Animal Doctor
Vice President
Chief Executive
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Animal Care Giver
Animal Caretaker
Skills
Sales Management
Retirement Planning
Asset Management
Investment Advisory
Securities
Pensions
Retirement
401K
Sales
Erisa
Investments
Investment Management
Wealth Management
Banking
Relationship Management
Financial Services
Series 7
Marketing Strategy
Employee Benefits
Asset Allocation
Portfolio Management
Financial Advisory
Mutual Funds
Alternative Investments
Management
Hedge Funds
Public Speaking
New Business Development
Defined Benefit
Marketing
Small Business
Strategic Financial Planning
Fixed Annuities
Start Ups
Wealth
Investment Strategies
Financial Planners
Series 63
Estate Planning
Iras
High Net Worth Individuals
Etfs
Insurance
Series 65
Series 6
Finra
Options
Equities
Wealth Management Services
Retirement Plan Consulting
FAQs about Tom Coté
What is the main profession of Tom Coté?
Tom Coté is a Senior Vice President - Retirement Plan Solutions.
What are the profession of The professional?
These person's professions are Executive and Senior Vice President
Where does Tom Coté live?
The professional currently lives in San Francisco, California.
Where did Tom Coté work?
This expert worked at Total Solution Financial Partners, Eqis Capital.
What education does Tom Coté have?
Tom studied at the University of California, Los Angeles from 1969 to 1971.
What languages does Tom Coté speak?
Tom Coté speaks French.
Are there any industries Tom Coté is connected to?
This professional works in Financial Services industry.
What are the skills of Tom Coté?
This person has skills in the following areas: Sales Management, Retirement Planning, Asset Management, Investment Advisory, Securities, Pensions, Retirement, 401K, Sales, Erisa, and Investments.