Thomas Birk Email & Phone Number
First Vice President - Investments @ Continuity Group
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Thomas Birk Location
- La Quinta, CA, US
Thomas Birk Work
- 2025 -now First Vice President - Investments @
- 2016 -2025 First Vice President - Investments @
- 2011 -2016 Director @
- 2006 -2010 Senior Vice president @
- 2000 -2004 Senior Vice President @ Lehman Brothers
- 1997 -2000 Regional Vice president @
Thomas Birk Education
- University of Wisconsin/Minnesota
Thomas Birk Skills
- Mutual Funds
- Hedge Funds
- Alternative Investments
- Securities
- Private Equity
- Equities
- Asset Allocation
- Fixed Income
- ETFs
- High Net Worth Individuals
- Separately Managed Accounts
- Asset Managment
- Investment Strategies
- Structured Products
- Capital Markets
- Retirement Planning
- Bonds
- Professional Speakers Bureau
- Advisor to Hedge Funds
- Insurance
- Investment Advisory
- Estate Investment Planning
- Uniform Combined State Law
- Portfolio Management
- Wealth Management
- Microsoft Excel
- Estate Planning
- Series 63
- Project Management
- Wealth Management Services
- Series 7
- Investments
- FINRA
- Financial Advisory
- Financial Modeling
- Private Banking
- Series 66
- Series 24
- Strategic Financial Planning
- Asset Management
- Strategy
- Investment Management
Thomas Birk Summary
- Thomas Birk, based in La Quinta, CA, US, is currently a First Vice President - Investments at Continuity Group. Thomas Birk brings experience from previous roles at Wells Fargo Advisors, Credit Suisse, BNY Mellon and Lehman Brothers. Thomas Birk holds a University of Wisconsin/Minnesota. With a robust skill set that includes Mutual Funds, Hedge Funds, Alternative Investments, Securities, Private Equity and more. Thomas Birk has 4 emails and 2 mobile phone numbers on RocketReach.
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Eugene, OR, US
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Tyler Bevans
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Kaylynn Cuddy
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