Thomas Doran Email & Phone Number
Vice President and Senior Client Portfolio Manager
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Thomas Doran Location
- Minneapolis, MN, US
Thomas Doran Work
- Vice President and Senior Client Portfolio Manager @ Okabena Investment Services (January 2021 - Present)
- Senior Client Relationship Manager @ Okabena Investment Services (December 2017 - December 2020)
- Founder @ Doran Advisors (June 2015 - December 2017)
- Senior Consultant @ Jeffrey Slocum & Associates (August 2008 - October 2014)
- Principal @ (December 2003 - August 2008)
- Media Planning @ Campbell Mithun (January 1995 - January 2000)
Thomas Doran Education
- UMN Carlson School of Management
MBA (Finance)
2000-2002 - Boston College
BA (History, Philosophy)
1990-1993 - Santa Clara University
History
1989-1990
Thomas Doran Skills
- Asset Management
- Alternative Investments
- Financial Modeling
- Hedge Funds
- Portfolio Management
- Investment Strategies
- Private Equity
- Fixed Income
- Asset Allocation
- Investment Policy
- Equities
- Investments
- Due Diligence
- Management
- Microsoft Office
- Microsoft Excel
- Sales
- Program Management
- Social Media Marketing
- Banking
- Marketing
- Strategic Planning
Thomas Doran Summary
- Thomas Doran, based in Minneapolis, MN, US, is currently a Vice President and Senior Client Portfolio Manager at Okabena Investment Services. Thomas Doran brings experience from previous roles at Okabena Investment Services, Doran Advisors, Jeffrey Slocum & Associates and Cherry Tree Family Office (formerly Crosswater Investment Advisors). Thomas Doran holds a 2000 - 2002 MBA in Finance @ UMN Carlson School of Management. With a robust skill set that includes Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Portfolio Management and more. Thomas Doran has 1 emails and 2 mobile phone numbers on RocketReach.
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