Thomas Metcalf

Thomas Metcalf is an experienced professional in financial services and training development, currently serving as Director and Head of Account Transfer and Client Onboarding Services at RBC Wealth Management since June 2023. Metcalf has held several strategic leadership roles, including Director at Prudential Financial, where a comprehensive onboarding team was established for over 900 experienced financial advisors. Prior to that, Metcalf contributed significantly at Ameriprise Financial Services, leading onboarding and training initiatives that improved advisor transitions and operational efficiency. With a background in training strategy and development from Ecolab and earlier roles at Ameriprise Financial, Metcalf's expertise spans across program design, technology integration, and team leadership aimed at enhancing client experience and training effectiveness. Metcalf holds a B.A. in Economics from the University of Minnesota.