Tom O'Connor

Tom O'Connor

Investments, Technology, Marketing Expert

CMO, co-founder, IncomeConductor

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About this Speaker

Tom O’Connor has spent over 10 years in the financial services industry with experience across investment, technology and marketing specialties, leading strategic business growth and fintech innovation. After serving as Chief Technology Officer for 3D Asset Management, Mr. O'Connor joined with Sheryl and Phil to develop the IncomeConductor system. He has worked closely with advisors, helping to draw clarity of the segmented retirement income plan strategy and incorporating that experience into the evolution of IncomeConductor.