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
- 2020 -now Principal, Chief Investment Officer @
- 2018 -2020 Chief Investment Officer @
- 2016 -2018 Investment Manager @
- 2015 -2016 Investment Analyst @
- 2013 -2014 District General Manager @
- 2002 -2012 Executive Director @
Thomas Balis Education
- The Ohio State University - The Max M. Fisher College of Business
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 The Ohio State University - The Max M. 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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Top Cornerstone Portfolio Research Employees
Thomas Balis
Principal, Chief Investment Officer
Philadelphia, PA, US
Brad Sorensen
Portfolio Manager
Naples, FL, US
Michael Gawlik
Outsourced CIO
Ingleside, IL, US
Arthur Balis
Investment Analyst
Conroe, TX, US
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