Tom C. has over 25 years of professional experience in the financial services industry. Tom began their career in 1994 as Director at the Bank Securities Association. Tom then held the role of Corporate Vice President at Meridian Investment Management from 1992-1994. From 1997-2000, they were an Independent Consultant at TPC & Associates. From 2000-2007, they worked as a Senior Retirement Plan Consultant at Federated Investors, Western US Region. From 2009-2011, they were Managing Director at The Portola Group. During 2011-2012, they were a Senior Retirement Consultant at Retirement Revolution LLC. From 2012-2014, they worked as Sales Director at Castle Rock Innovations. From 2014-2018, they were Senior Vice President - Retirement Plan Solutions at EQIS Capital. Most recently, they have been a Senior Business Development Consultant at iraLogix since 2018.
Tom C. began their educational journey at Oregon State University from 1966 to 1969, studying General Studies. Tom then transferred to University of California, Los Angeles, where they earned a Bachelor of Fine Arts in Film in 1971.
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