Tom Krusic

About Tom Krusic

As a Financial Consultant at intellicents, I get to see people achieve their dreams…

Experience

1. Financial Consultant

   Intellicents

   May 2021 — Present · Denver, CO, US

   intellicents is a national independent financial advisory firm centered on the employee benefit relationship, specializing in four core services – retirement plan services at both the plan and participant level, personal financial management, financial wellness education and advice to employers and individuals, and group insurance…all supported by people smarts and great technology.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Education

• Loyola Marymount University, College of Business Administration

  Bachelor of Business Administration (B.B.A.), Entrepreneurship/Finance

  1998 — 2002

Skills

• Analysis
• Leadership
• Grant Writing
• Employee Benefits
• Financial Planning
• Fundraising
• Research
• Public Speaking
• Program Management
• Financial Advisory
• Program Evaluation
• Powerpoint
• Business Planning
• Event Planning
• Data Analysis
• Investments
• Management
• Volunteer Management
• Finance
• Community Outreach
• Community Development
• Financial Services
• Strategic Planning
• Nonprofits
• Customer Service
• Retirement
• Event Management
• Policy
• Non-Profits
• Project Management
• Project Planning
• Risk Management
• International Development
• Retirement Planning