If you need more lookups,
subscriptions start at $34 USD/month.
Thomas Birk Location
La Quinta, CA, US
Thomas Birk Work
First Vice President - Investments @ (May 2025 - Present)
First Vice President - Investments @ (February 2016 - May 2025)
Director @ (April 2011 - February 2016)
Senior Vice president @ (January 2006 - January 2010)
Senior Vice President @ Lehman Brothers (January 2000 - January 2004)
Regional Vice president @ (January 1997 - January 2000)
Thomas Birk Education
University of Wisconsin/Minnesota
Bachelor’s Degree (Political Science and Government/ Speech Debate)
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 Bachelor’s Degree in Political Science and Government/ Speech Debate @ 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.
Looking for a different Thomas Birk?
Find contact details for 700 million professionals.