Manager Sales

Thomas N. Zirbel

**** ********** ****

Fayetteville, AR 72703

479-***-**** *******@*****************.***

Who I Am

Senior Executive experienced in constructing, directing, and leading successful organizations. Whether as an employee,

or Consultant, I have held a progression of Senior Leadership positions at some of the world’s most recognized and

innovative Fortune 500 companies.

What I Do

Throughout my career I have had a multitude of titles representing two types of roles:

1. Responsibility for constructing, growing, resolving, and managing Corporate Divisions, Regions, Platforms

within the Financial Services Industry (and in one instance a medical device company).

2. Modifying and implementing the strategic and tactical plans necessary to accomplish the goals and

commitments of senior leadership. I provide solutions of proven archetypes to resolve similar impediments and

provide road maps to take advantage of evolving opportunities.

PROVEN ACCOMPLISHMENTS

Guided a quant based tactical asset manager, through a nationwide strategic plan and tactical implementation process to

license and incorporate Series 65 credentialed attorneys into their RIA. Built out the financial planning arm of the RIA

while at the same time created a sister company; an insurance agency.

Orchestrated corporate restructure for an LPL OSJ working exclusively with multiple Credit Union Financial Planning

departments. Revenue grew from $4.5mm to $6.2mm in 2013 and projected to be $9.2 in 2014. Credit Union clientele

grew from13 to 25+, and Advisor headcount increased from 25 to 35 during contract tenure. Also drove the creation of a

Hybrid RIA.

Drafted the Prospectus, submitted all SEC filings for a Reg-D offering, constructed the business model, and

accomplished the financing for two medical startup companies (a stem cell research facility, the other an alternative

cancer therapy research/clinic facility, both in Arizona.)

Transformed a multi-state Region from last place (revenue, profitability, referral integration, and asset growth) to first

place in 2003-2004. This was accomplished through recruiting, coaching, mentoring, and the implementation of three

specific strategic plans. The development, evolution, and success of these strategies led to a new business model which

was adopted firm-wide.

Designed and implemented national sales and marketing campaigns which resulted in the formation of $2.2BB dollars

of private capital for 22 drug development projects within the Biotechnology industry. (Clients included Amgen,

Genentech, Centocor, and Genzyme.)

EDUCATION

Bachelor’s Degree – Washington State University

Wharton School/Securities Industry Association Executive Leadership

Thomas N. Zirbel

2283 Riverwater Lane

Fayetteville, AR 72703

479-***-**** *******@*****************.***

Industry Experience/Consulting 2006 - 2014

Tamarac Consulting LLC Founder

Long Term Assignments

Cabana Asset Management Chief Operating Officer 2014

Credit Union Financial Network Chief Operating Officer 2012

NicheGen Stem Cell Research Chief Operating Officer 2010

Short Term Assignments

Farmers Insurance Waddell & Reed Options Express

Packerland Securities Greenberg Financial Priority Financial Group

Industry Experience/Financial Services 1982 – 2006

H & R Block Financial Advisors Director of Field Recruiting

Prudential Securities Senior Vice President

Sutro & Co Senior Vice President

Kemper Securities Senior Vice President

PaineWebber National Sales Manager / Investment Bank

FINRA Licenses: Series 7, 24, 66, Insurance Licenses, Life, Health, and Variable.

Eagle Scout, Rotarian, Junior Achievement

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