Thomas Krueger Email & Phone Number
President
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Thomas Krueger Location
- Los Angeles, CA, US
Thomas Krueger Work
- 2023 -now President @ Santa Cruz Wealth Management Inc.
- 2019 -2023 Financial Advisor @
- 2017 -2019 Fixed Income Trader @
- 2016 -2017 Chief Compliance Officer and Financial and Operations Principal (FinOp) @
- 2013 -2017 Principal @ Alyssum Benefits LLC
- 2013 -2016 Consultant @ Compliance Works Inc.
- 2011 -2013 Chief Compliance Officer @
- 2010 -2011 Chief Compliance Officer and Due Diligence Officer @ Financial West Group
- 2004 -2009 Asst Vice President, Investment Product Management @ AIG SunAmerica Retirement Markets
Thomas Krueger Education
- Thousand Islands High School
(High School)
- UCLA
High School (BA, Psychology)
- University of Southern California - Marshall School of Business
(MBA, Finance / Entrepreneurship)
Thomas Krueger Skills
- Risk Management
- Investments
- Due Diligence
- Leadership
- Management
- Product Management
- Mutual Funds
- Insurance
- Retirement Planning
- Securities
- Wealth Management
- Employee Benefits
- Financial Risk
- Series 63
- Asset Allocation
- Series 7
- Consulting
- Finance
- Portfolio Management
- Financial Analysis
- Alternative Investments
- 401k
- Financial Advisory
- Investment Advisory
- Retirement
- Variable
- Business Development
- Legal Matters
- Legal
- Organizational Structure
- Business Units
- Registrations
- Risk
- Trusts
- Contract Negotiation
- Business Case
- Fixed Annuities
- Wholesale
- Policies and Procedures
- Presentations
- Brokerage
- Psychology
- Hub
- Implementation of Policies
- Supervisory
- Materials
- Variable Annuities
- Competitive Analysis
- Best Execution
- Meetings
- Interfaces
- Research
- High Energy
- Conceptual Modeling
- Settlement
- Executive Management
- Public Speaking
- Fixed Income
- SEC
- E&o
- Revision
- Shareholders
- Portfolio
- Filing
- Westlake
- ARM
- Marketing
- Profit
- Internal Audit
- Introducing
- Sales
- Arrangements
- Collaborative
- Forecasting
- Clearing
- Operations
- Budgets
- Income
- Strategic Business
- Modeling
- Auditing
- Full Service
- International
- Market Timing
- Handling Money
- Recruiting
- Regulators
- Customer Service
- Business Lines
- Strategy
- Sales Process
- Evaluation
- Written
- Trading
- Training
- Trading Desk
- Budgeting
- Purchasing
- Successful Track Record
- Accounting
- Retail
- Offerings
- Negotiation
- Complaints
- Board of Directors
- International Investment
- Dealers
- Microsoft Word
- Market
- Los Angeles
- Compliance
- Investment Portfolios
- Registered Investment Adviser
- Back Office
- Organizational Behavior
- Contractual Agreements
- Revenue
- Switched
- Social Influence
- FINRA
- Project Management
- Selling
- Business Strategy
- Author
- Operational Efficiency
- Regulations
- Cross Functional Team Leadership
- Oversight
- Vendors
- Entrepreneurship
- Licensing
- Mergers and Acquisitions
- Trust
- Balancing
- Product Development
- Call Centers
- Fraud Prevention
- Writing
- Efficacy
- Analysis
Thomas Krueger Summary
- Thomas Krueger, based in Los Angeles, CA, US, is currently a President at Santa Cruz Wealth Management Inc.. Thomas Krueger brings experience from previous roles at Edward Jones, Ladenburg Thalmann, VFG Securities, Inc. and Alyssum Benefits LLC. Thomas Krueger holds a Thousand Islands High School. With a robust skill set that includes Risk Management, Investments, Due Diligence, Leadership, Management and more. Thomas Krueger has 1 emails and 1 mobile phone numbers on RocketReach.
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