Qka Thomas J. Rouse Mba, Qpfc, Qkc

Thomas J. Rouse has over 30 years of work experience in the retirement plan industry. Thomas J. started their career as a Retirement Plan Consultant at T. Rowe Price in 1987 and later worked at New York Life Insurance Company as a Regional Vice President. From 1998 to 2000, they served as a Regional Vice President at Ameriprise Financial Services, Inc. Thomas J. then joined Ascensus as a National Sales Director from 2000 to 2007.

In 2007, Thomas joined CDM Retirement Consultants, Inc. as the Director of Business Development and was responsible for all aspects of business development for the company, including scripting and executing business plans, designing marketing collateral, and overseeing proposal services. Thomas J. worked at CDM Retirement Consultants for 8 years before joining Coastal Pension Services as the Director of Business Development. At Coastal Pension Services, they successfully secured 30 new clients within the first year and developed productive relationships with platform partners.

In 2017, Thomas returned to CDM Retirement Consultants (now NWPS) as the Director of Business Development, supporting the integration of CDM Retirement Consultants under their parent company, NWPS. In this role, they respond to advisor inquiries and prepares prospect proposals. Throughout their career, Thomas J. Rouse has demonstrated expertise in sales, business development, and relationship management within the retirement plan industry.

Thomas J. Rouse, MBA, QKA, QPFC, QKC has an extensive education history in the field of retirement plan administration and investments. From 2008 to 2011, they attended the American Society of Pension Professions and Actuaries, where they obtained a degree in QPFC and QKA, specializing in retirement plan administration and investments.

In 1988, Mr. Rouse pursued further education at the Sellinger School of Business, where they earned a Master of Business Administration (MBA) degree. The field of study for their MBA is not specified. Prior to their MBA, they attended Loyola University Maryland from 1980 to 1984, earning a Bachelor of Arts (B.A.) degree in English Literature.

In terms of their earlier education, Mr. Rouse attended Calvert Hall College High School from 1976 to 1980. Specific degrees or fields of study are not mentioned for their high school education. Additionally, they obtained a Series 6 certification from the NASD, although the exact dates are not provided.

In addition to their educational background, Mr. Rouse has obtained additional certifications. In 2022, they obtained a Series 63 Uniform Securities State License from FINRA. Thomas J. also obtained a Series 6 - Investment Company and Variable Contracts Products Representative certification in January 2022 from FINRA.