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Tom Preston

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Tom Preston

VP of Client Service Operations | Brighton Jones

Seattle, Washington, United States

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Tom Preston

Summary

Tom Preston is a seasoned wealth management professional with over three decades of experience in the financial services industry. Currently serving as the VP of Client Service Operations at Brighton Jones, he specializes in investments, philanthropy, risk management, and tax strategies. Tom has a strong background in client retention and satisfaction, having held various leadership roles within Brighton Jones since 2003. His educational foundation in Economics from Fordham University complements his practical expertise in managing high-net-worth client portfolios. Tom's career began at JP Morgan as an Assistant Treasurer, where he honed his financial acumen. He is passionate about strategic planning and process improvement, aiming to enhance client service delivery. In addition to his professional pursuits, Tom is deeply interested in philanthropy and the impact of wealth management on community development. He is known for his collaborative approach and commitment to client success, making him a valuable asset in the wealth management sector.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Tom Preston

Work Experience

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VP of Client Service Operations at

Brighton Jones

December 2022 - Present

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Partner | Director of Client Service at

Brighton Jones

October 2007 - December 2022

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Associate Advisor at

Brighton Jones

October 2003 - October 2007

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Sales Manager at

Dmm Dba Pioneer Manufacturing

May 1994 - September 2003

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Assistant Treasurer at

J.P. Morgan

May 1987 - April 1994

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Tom Preston

Education

Fordham University, B.A.

January 1984 - January 1987

Holy Family High School

January 1982 - January 1983

Maria Regina Diocesan High School

January 1980 - January 1981

Frequently Asked Questions about Tom Preston

What is Tom Preston email address?

Tom Preston's primary email address is ***@brightonjones.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tom Preston work for?

Tom Preston is a VP of Client Service Operations at Brighton Jones, a company specializing in Functions related to depository banking.

Where Tom Preston graduated from?

Tom Preston holds a degree in Economics from Fordham University.

How can I directly contact Tom Preston?

To contact Tom Preston directly, you can use the email address ***@brightonjones.com. Complete contact information is available upon registration with Muraena.

Who is Tom Preston?

Tom Preston is a seasoned wealth management professional with over three decades of experience in the financial services industry. Currently serving as the VP of Client Service Operations at Brighton Jones, he specializes in investments, philanthropy, risk management, and tax strategies. Tom has a strong background in client retention and satisfaction, having held various leadership roles within Brighton Jones since 2003. His educational foundation in Economics from Fordham University complements his practical expertise in managing high-net-worth client portfolios. Tom's career began at JP Morgan as an Assistant Treasurer, where he honed his financial acumen. He is passionate about strategic planning and process improvement, aiming to enhance client service delivery. In addition to his professional pursuits, Tom is deeply interested in philanthropy and the impact of wealth management on community development. He is known for his collaborative approach and commitment to client success, making him a valuable asset in the wealth management sector.

Tom`s contact details

mail

***@brightonjones.com

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John Dougherty

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