Mike Tuma Email & Phone Number
President and CCO @ CreativeOne Securities
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Mike Tuma Location
- Leawood, KS, US
Mike Tuma Work
- 2010 -now President and CCO @
- 1996 -2006 V.P. @
Mike Tuma Education
- Wichita State University
BA (Accounting)
1980-1983
Mike Tuma Skills
- Creative Direction
- Sales
- Strategic Planning
- Dst Vision Professional
- Laserapp
- Needs Analysis and Issue Resolution
- Investment Advisory Agreements
- Sales and Recruiting
- Representative Procedures
- 401k Erisa Agreements and Contracts
- Optimizing Workflows
- Trend Analysis
- Albridge 2016
- Xtiva Commission System
- Finra Gateway
- Team Training and Leadership
- Investment Advisory Manuals
- Relationship Building
- Budgeting
- Microsoft Office Suite
- Adv Part I and Ii
- Regulatory Compliance
- Bd/Investment Advisory Manuals
- Pershings Netx360 Platform
- Trend Analysis and Reporting
- Risk Evaluation
- Bd Focus Reports
- Signix Electronic Signatures
- Arkon Crm
- Project Management
- Smarsh
- Cloud Computing
- Written Supervisory Policies
- Albridge
- Signix
Mike Tuma Summary
- Mike Tuma, based in Leawood, KS, US, is currently a President and CCO at Client One Securities, LLC. Mike Tuma brings experience from previous roles at SII Investments. Mike Tuma holds a 1980 - 1983 BA in Accounting @ Wichita State University. With a robust skill set that includes Creative Direction, Sales, Strategic Planning, Dst Vision Professional, Laserapp and more. Mike Tuma has 1 emails and 1 mobile phone numbers on RocketReach.
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