Tom Crennan
Chief Wealth Advisor at Halesite Wealth Advisors | Chester, Maryland, United States
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As the Chief Wealth Advisor at Halesite Wealth Advisors, Tom Crennan is at the forefront of guiding clients through the complexities of wealth management, particularly during periods of high market volatility. With a sharp focus on re-establishing client portfolios, Tom leverages his extensive expertise in investment strategies and financial planning to help clients seize market opportunities while mitigating risks. His role encompasses a holistic approach to wealth growth and budget strategies, ensuring that both personal and business financial security are prioritized.
Tom's leadership is particularly impactful for small to medium-sized companies, families, retirees, and individuals seeking customized financial solutions. He understands that each client has unique goals and challenges, and he employs a tailored strategy that aligns with their specific aspirations. By integrating advanced business intelligence and governance practices, Tom ensures that clients are well-informed and equipped to make strategic decisions that enhance their financial futures.
Key projects under Tom's guidance include the development of innovative investment opportunities that cater to the evolving needs of clients in a globalized economy. His proficiency in Agile methodologies and program management allows for a dynamic approach to wealth advisory, enabling Halesite Wealth Advisors to adapt swiftly to changing market conditions. Furthermore, Tom's commitment to business transformation and infrastructure development ensures that the firm remains at the cutting edge of industry trends, providing clients with the tools and insights necessary for sustainable financial growth. Through his visionary leadership, Tom Crennan continues to redefine the landscape of wealth advisory, empowering clients to navigate their financial journeys with confidence.
Chief Wealth Advisor at Halesite Wealth Advisors in July 2017 to Present
Director/Six Sigma Black Belt at S&P Global Market Intelligence in January 2006 to December 2017
Assistant Director at EmblemHealth in December 2003 to January 2006
Infrastructure Technology Manager at 32 BJ Funds in September 2002 to November 2003
Chief Technology Officer at Broadcast Traffic & Residuals in January 2000 to September 2002
Director of Technology at E&I Cooperative Services in May 1997 to January 2000
Technology Manager at Reuters in May 1989 to May 1997
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Hofstra University, BS
Adelphi University, Master of Business Administration - MBA
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IT Strategy
Project Portfolio Management
IT Management
Vendor Management
Process Improvement
Business Analysis
Business Process Improvement
Six Sigma
Integration
SDLC
PMO
Infrastructure
Program Management
Risk Management
Agile Methodologies
Disaster Recovery
ILM
PMP
Market Data
Capital Markets
Fixed Income
Enterprise Architecture
ITIL
Outsourcing
Agile Project Management
Business Process
Resource Management
Business Intelligence
Governance
Business Process Re-engineering
Software Project Management
Cross-functional Team Leadership
IT Operations
IT Service Management
Requirements Gathering
Data Center
Change Management
Cloud Computing
Business Transformation
Strategy
Project Delivery
Enterprise Software
Professional Services
CRM
Executive Management
Requirements Analysis
Service Delivery
SaaS
SharePoint
Financial Services
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What is Tom Crennan email address?
Email Tom Crennan at [email protected] and [email protected]. This email is the most updated Tom Crennan's email found in 2026.
What is Tom Crennan phone number?
Tom Crennan phone number is 631-873-7265 and 6313872733.
How to contact Tom Crennan?
To contact Tom Crennan send an email to [email protected] or [email protected]. If you want to call Tom Crennan try calling on 631-873-7265 and 6313872733. (updated on December 21, 2024)
What company does Tom Crennan work for?
Tom Crennan works for Halesite Wealth Advisors
What is Tom Crennan's role at Halesite Wealth Advisors?
Tom Crennan is Chief Wealth Advisor
What industry does Tom Crennan work in?
Tom Crennan works in the Financial Services industry.
Tom Crennan Email Addresses
Tom Crennan Phone Numbers
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