Thomas Kim Email & Phone Number
Senior Wealth Advisor VP @ Citi
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Thomas Kim Location
- Burbank, CA, US
Thomas Kim Work
- Senior Wealth Advisor VP @ (May 2025 - Present)
- Vice President Financial Advisor at Cathay Wealth Management @ (July 2019 - April 2025)
- Financial Consultant VP @ (August 2016 - July 2019)
- Vice President @ (December 2015 - July 2016)
- Vice President @ (March 2011 - December 2015)
- Vice President @ (September 2004 - March 2011)
- Vice President @ (February 2002 - September 2004)
- Vice President @ (September 1998 - February 2002)
- Vice President @ Whale Securities (October 1996 - September 1998)
- Vice President @ Commonwealth Associates (June 1994 - September 1996)
Thomas Kim Education
- Rutgers University
Bachelor's degree (Economics)
1985-1990
Thomas Kim Skills
- Retirement Planning
- Mutual Funds
- Finance
- Investments
- Series 7
- Wealth Management
- Portfolio Management
- Banking
- Financial Services
- Series 63
- Asset Allocation
- Alternative Investments
- Financial Reporting
- Management
- Business Analysis
- Change Management
- Strategic Planning
- Budgets
Thomas Kim Summary
- Thomas Kim, based in Burbank, CA, US, is currently a Senior Wealth Advisor VP at Citi. Thomas Kim brings experience from previous roles at Cathay Bank, Banc of California, Santander Bank, N.A. and Investors Bank. Thomas Kim holds a 1985 - 1990 Bachelor's degree in Economics @ Rutgers University. With a robust skill set that includes Retirement Planning, Mutual Funds, Finance, Investments, Series 7 and more. Thomas Kim has 3 emails and 2 mobile phone numbers on RocketReach.
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