Synergy Wealth Solutions
Drew Tomek is a Financial Professional at Synergy Wealth Solutions since August 2022, with previous experience as a Financial Analyst at SS&C Technologies managing over $70 billion in annual outgoing payments and overseeing risk management for fraudulent activities. Prior roles include serving as an Accounting Intern at Argus Health, where responsibilities included processing EFTs and balancing over $190 million in daily outgoing wires. Additional experience encompasses managing a team as Caller Trainer Coordinator at Rockhurst University and working as a Property Specialist at 1904 Group. Drew began professional endeavors at Bethesda Southgate as a Server and Assistant Cook. Educational qualifications include a BSBA in Corporate Accounting and Finance from Rockhurst University, with a minor in Spanish.
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Synergy Wealth Solutions
Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. Trust • Integrity • Excellence • Teamwork • Service Licenses and disclosures: https://www.synergywealthsolutions.com/licenses