Tom Fitzpatrick

Consultant, Midwest

Tom Fitzpatrick has a strong financial services background that enables him to help employers manage their defined-contribution, defined-benefit, and non-qualified retirement plans. Beginning in 1984, Tom has developed experience in investment, trust, and insurance services through leadership positions of management, marketing, and business development. In addition, his work has included a strong emphasis on regulatory and compliance guidelines. Tom is also active in numerous industry organizations including the Minneapolis Pension Council, the Midwest Pension Conference, and the Minnesota Dakotas Chapter of the ESOP Association. Prior to joining Channel, Tom held the positions of Vice President of Marquette Trust Company and Vice President of US Bank Investment Services. Earlier in his career, he was a General Manager in an insurance agency. Tom’s education started with a football scholarship to the University of Minnesota where he was recognized as a William’s Scholar for academic achievement as a student athlete. Subsequently, he received a BA in Advanced Finance at St. Thomas College. In addition to life, health, and property casualty insurance licenses, Tom has held a general securities license (Series 7) since 1985. He has also obtained licensure for Series 24 (General Principal), Series 53 (Municipal Principal) and Series 65 (Registered Investment Advisor).

Contact Tom Fitzpatrick

tfitzpatrick@channel-financial.com
763-231-7541