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Tom Preston

Job Title: VP, Client Service Operations
Company: Brighton Jones, LLC
Industry: Financial Services
Mentor Since: Fall 2024
Will Mentor: Undergraduate Students
Mentor Type: Albers
Profile

Background

Job Description

Responsible for providing operational support to our client advisors and administrative team members, helping them optimize efficiency and effectiveness through people, process, and technology.

Company Description

Brighton Jones, LLC is a Registered Investment Advisor providing comprehensive, fee-only wealth alignment services to executives, entrepreneurs and other individuals of substantial income or assets. We define wealth alignment as helping clients align their time and money with their passions and purpose.

Employment History

I've been with Brighton Jones for over 20 years.

Education

I'm a graduate of Fordham University in New York.

Mentoring Objectives & Scope

My goal is to be a resource to students who are curious about learning more about the wealth management industry, or simply need a sounding board for career questions.

When and where do you hold meetings with your students?

Hybrid (mix of in-person (Seattle U campus) and virtual)

Additional Information

Brighton Jones is proud to count a number of Seattle U grads as team members! My goal is to help spread the word about how wealth management/alignment can be an incredible career option. I have mentored students and young professionals for years.