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.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.