Thomas Prior
| EVP, Sales
Tom has over 25 years of experience in technology, with particular focus on financial technology. Tom was Head of Sales at Upstream Technologies from 2002 until it was acquired by CheckFree, now Fiserv, in 2007. Before Upstream, Tom held a number of senior sales positions, including Director of Sales at Zantaz, a provider of compliance technology to the financial services industry; Vice President of Sales for Quote.com, a financial applications and tools provider later acquired by Lycos; and Director of Sales at Information Access Company, a Thomson Corporation company.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"The more products, accounts and assets we manage through the LifeYield ROI™ process, the more income we can provide our clients. This is a win-win for the client and the advisor as we seek to provide more comprehensive services to the whole household."
John Rhett, Chairman, SunTrust Investment Services