2019 -2025 Vice President Financial Advisor at Cathay Wealth Management @
2016 -2019 Financial Consultant VP @
2015 -2016 Vice President @
2011 -2015 Vice President @
2004 -2011 Vice President @
2002 -2004 Vice President @
1998 -2002 Vice President @
1996 -1998 Vice President @ Whale Securities
1994 -1996 Vice President @ Commonwealth Associates
1991 -1994 Sr Vice President @
1990 -1991 Jr. Stockbroker @ Lehman Brothers
Thomas Kim Education
Rutgers University-New Brunswick
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-New Brunswick. With a robust skill set that includes Retirement Planning, Mutual Funds, Finance, Investments, Series 7 and more. Thomas Kim has 4 emails and 1 mobile phone numbers on RocketReach.
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