Tom Rieman
CEO & Founding Partner | Relentless advocate for great financial advice! | WealthTech Founder | Master of the confluence of data, strategy and performance improvement
- Role
- CEO & Founding Partner at Practice Intel
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About Tom Rieman
Most wealth management firms are solving the wrong problem. They invest in marketing…
Experience
CEO & Founding Partner
May 2023 — Present
Lead the firm’s mission to help wealth management enterprises harness data, strategy, and advisor performance to drive systemic organic growth. Practice Intel combines a proprietary advisor performance framework with advanced analytics and original insights to help firms elevate the advice experience, deepen client relationships, accelerate organic growth, and ultimately increase enterprise value.
Education
George Mason University
Master of Science - M.S.
Institute of Project Management
Disciplined Agile Scrum Master
University of Chicago
Certified Private Wealth Advisor
The Council for Six Sigma Certification
Six Sigma Black Belt
Florida Atlantic University
B.A. Marketing
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