TW

Tom Waisnor

Outsourced Consultant/VP of Sales

Tom Waisnor is a Partner at Advintro, where they lead innovation, automation, and scaling efforts within a fintech portfolio focused on democratizing access to financial services. With extensive experience in asset management, financial planning, and practice management, Tom has previously held positions such as Chief Executive Officer at Confluence Consulting Group and Director of Business Development at Covisum. They have also contributed their expertise to various roles across multiple companies, including Fidelity Investments, Northwestern Mutual, and Envestnet Asset Management. Tom is passionate about creating value for the fintech community and has a degree in Economics from the University of Massachusetts, Amherst.

Location

Boston, United States

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