Thomas Bourg Email & Phone Number
Regional Vice President @ Fisher Investments
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Thomas Bourg Location
- Pittsburgh, PA, US
Thomas Bourg Work
- 2025 -now Regional Vice President @
- 2019 -2025 Regional Director @
- 2011 -2019 Regional Vice President @
- 2004 -2011 Senior Internal Wholesaler @
Thomas Bourg Education
- Illinois State University
Bachelor's degree (Finance, General)
1998-2001 - Illinois State University
Thomas Bourg Skills
- Investment Strategies
- Sales
- Investments
- Series 63
- Mutual Funds
- Asset Allocation
- Alternative Investments
- Asset Management
- Retirement Planning
- Wealth Management
- Securities
- 401k
- Financial Services
- Sales Management
- Investment Management
- Bonds
- Financial Planning
- Strategic Financial Planning
- Investor Relations
- 401(k) Retirement Savings Plans
- Finance
- Portfolio Management
- Equities
- Business Development
- Investment Advisory
- Financial Advisory
- Customer Relationship Management (CRM)
- Budget Management
- Outside sales
- Consultative Selling
- Communication
- Presentation Skills
- Separately Managed Accounts
- ETFs
- IRAs
- Unit Investment Trusts
- Wealth Management Services
- Roth IRA
- Qualified Retirement Plans
- Fund Of Funds
- Municipal Bonds
- 529 Plans
- Managing Accounts
- Retirement Savings
- Investment Trusts
- Variable Annuities
- Territory Management
- Writtwn connunication
- Drive reaults
Thomas Bourg Summary
- Thomas Bourg, based in Pittsburgh, PA, US, is currently a Regional Vice President at Fisher Investments. Thomas Bourg brings experience from previous roles at Sage Advisory and Invesco US. Thomas Bourg holds a 1998 - 2001 Bachelor's degree in Finance, General @ Illinois State University. With a robust skill set that includes Investment Strategies, Sales, Investments, Series 63, Mutual Funds and more. Thomas Bourg has 3 emails and 5 mobile phone numbers on RocketReach.
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