Mike Tuma Email & Phone Number
Regional Manager @ Affordable Communities Group (ACG)
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Mike Tuma Location
- Flat Rock, NC, US
Mike Tuma Work
- Regional Manager @ (January 2018 - Present)
- Chief Operations Officer @ Sound Income Strategies, LLC (February 2017 - August 2018)
- President and CCO @ (November 2010 - January 2017)
- Super OSJ for Broker Dealer Financial Services @ Creative Marketing International Corporation (January 2006 - January 2010)
- Senior Manager @ (January 1996 - January 2006)
Mike Tuma Education
- Wichita State University
Bachelor’s Degree (Business Administration)
Mike Tuma Skills
- 401K ERISA Agreements & Contracts
- ADV Part I & II
- Albridge (2016)
- ARKON CRM
- Cloud Computing
- DST Vision Professional
- Investment Advisory Agreements
- Investment Advisory Manuals
- LaserApp
- Microsoft Office Suite
- Needs Analysis & Issue Resolution
- Pershing’s Netx360 Platform
- Regulatory Compliance
- Representative Procedures
- SigniX (Electronic Signatures)
- Smarsh
- Trend Analysis and Reporting
- Written Supervisory Policies
- Xtiva Commission System
- Team Training & Leadership
- Relationship Building
- Sales & Recruiting
- Risk Evaluation
- BD/Investment Advisory Manuals
- Project Management
- BD Focus Reports
- Budgeting
- Trend Analysis
- FINRA Gateway
- Optimizing Workflows
- 401k Erisa Agreements and Contracts
- Adv Part I and Ii
- Albridge
- Needs Analysis and Issue Resolution
- Pershings Netx360 Platform
- Signix
- Team Training and Leadership
- Sales and Recruiting
Mike Tuma Summary
- Mike Tuma, based in Flat Rock, NC, US, is currently a Regional Manager at Affordable Communities Group (ACG). Mike Tuma brings experience from previous roles at Sound Income Strategies, LLC, Client One Securities, LLC, Creative Marketing International Corporation and SII Investments. Mike Tuma holds a Bachelor’s Degree in Business Administration @ Wichita State University. With a robust skill set that includes 401K ERISA Agreements & Contracts, ADV Part I & II, Albridge (2016), ARKON CRM, Cloud Computing and more. Mike Tuma has 1 emails and 1 mobile phone numbers on RocketReach.
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