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.
"The LifeYield team has a demonstrated track record of providing cutting edge business solutions through technology that will benefit advisors and their clients. They are experienced, savvy and once again, ahead of the curve."
Chris Davis, President, Money Management Institute