VP Business Development, Advisor Client Experience
Morningstar
Thomas has a decade of experience in the wealth technology space – the majority of that time focused on financial planning solutions at Morningstar and at Advicent NaviPlan. Today he works with Morningstar’s largest clients, sharing how Morningstar’s research and technology enable advisors to create better outcomes for their clients. A few fun facts on Thomas—he is a former competitive boxer, and a huge fan of tabletop games (Stockpile, Parks and Splendor have been quarantine favorites).
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Monday, December 12, 2022
10:00 AM – 11:00 AM PDT