Full Name
Tom Burmeister
Job Title
Vice President of Financial Planning
Company
NaviPlan by InvestCloud
Speaker Bio
As vice president of financial planning, Tom is an integral contributor to the strategic vision around our financial planning initiatives. Additionally, he is critically involved in all partner interactions, thought leadership contributions, and internal training programs. With a background in business law, compliance, and financial services technology, he has worked with some of the largest financial services firms in the world to increase success, exceed client expectations, and remain compliant with technology.
Speaking At