Thomas Balis Email & Phone Number
Principal, Chief Investment Officer @ Cornerstone Portfolio Research
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Thomas Balis Location
- Philadelphia, PA, US
Thomas Balis Work
- Principal, Chief Investment Officer @ (July 2020 - Present)
- Chief Investment Officer @ (September 2018 - June 2020)
- Investment Manager @ (August 2016 - August 2018)
- Investment Analyst @ (June 2015 - July 2016)
- District General Manager @ (January 2013 - January 2014)
- Executive Director @ (January 2002 - January 2012)
Thomas Balis Education
- The Ohio State University Fisher College of Business
Bachelor of Science (B.S.) (Business Administration and Management, General)
Thomas Balis Skills
- Investment Management
- Financial Analysis
- Institutional Investments
- Quantitative Research
- Financial Modeling
- Leadership
- Management
- Retail Banking
- Investments
- Finance
- Sales Management
- Recruiting
- Coaching
- Talent Developer
- Training
- Banking
- Financial Services
- Profit
- Relationship Management
- CRM
- Customer Retention
- Customer Experience
- Customer Satisfaction
- Cross Selling
- Mortgage Lending
- Consumer Lending
- Small Business Lending
- Credit Analysis
- Call Centers
- Insurance
- Portfolio Management
- Team Building
- Sales
- Loan Origination
- Business Development
- Business Analysis
- Credit
- Project Management
- Loans
Thomas Balis Summary
- Thomas Balis, based in Philadelphia, PA, US, is currently a Principal, Chief Investment Officer at Cornerstone Portfolio Research. Thomas Balis brings experience from previous roles at Hoover Financial Advisors and H&R Block. Thomas Balis holds a Bachelor of Science (B.S.) in Business Administration and Management, General @ The Ohio State University Fisher College of Business. With a robust skill set that includes Investment Management, Financial Analysis, Institutional Investments, Quantitative Research, Financial Modeling and more. Thomas Balis has 2 emails and 2 mobile phone numbers on RocketReach.
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Thomas Balis
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Philadelphia, PA, US
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Naples, FL, US
Michael Gawlik
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Ingleside, IL, US
Arthur Balis
Investment Analyst
Conroe, TX, US
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