Tom Ianni

Tom Ianni has extensive experience in financial operations, particularly in retirement account management and securities processing. Currently serving as the Shareholder Services Manager and previously as an Operations Specialist at Retirement Clearinghouse since November 2012, Tom manages transactions and documentation related to individual retirement accounts, focusing on asset transfers and beneficiary distributions. Prior experience includes a tenure at Prudential Financial from December 2003 to August 2011, where Tom held roles such as Senior Operations/Fund Project Coordinator and Senior Securities Operations Associate, contributing to system training, project management, and the firm's transition to self-clearing for mutual fund activities. Earlier experience at Wachovia Securities Financial Network involved support for trade processing and reconciliation tasks. Tom holds a B.S. in Biology from Seton Hall University.