Tom Neroni

Senior Vice President, Head of Advisor Integrations and Operation at Sequoia Financial Group

Role: Senior Vice President, Head of Advisor Integrations and Operations at Sequoia Financial Group
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

About Tom Neroni

I bring nearly two decades of experience into my role as a Senior Vice President and Advisor Group Lead with Sequoia Financial Group. My role is focused on providing leadership, mentoring, and cohesion to a team of financial advisors, ensuring they have the support and resources needed to deliver comprehensive financial planning and asset management services to to our clients. I am a passionate client advocate that values the trust clients place in our team of advisors and the firm. At Sequoia, we are focused on our mission to Enrich Lives™, helping our clients reach their unique goals and live the life they\'ve imagined.

Experience

Senior Vice President, Head of Advisor Integrations and Operations
Sequoia Financial Group
Apr 2025 — Present

Education

Miami University
BS, Finance
1986 — 1990

Skills

Management
Finance
Financial Planning
Portfolio Management
Loans
Banking
Risk Management
Retail Banking
Cash Management
Credit Analysis
Wealth Management
Strategic Financial Planning
Treasury Management
Credit Risk
Accounting
Credit
Financial Modeling
Commercial Lending
Investments
Managerial Finance
Commercial Banking
Asset Management
Financial Analysis
Financial Services

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