Thomas Podmajersky Location
Newport Beach, CA, US
Thomas Podmajersky Work
- 2012 - now Senior Vice President Wealth Management @ New York Fitness
- 2008 - 2012 Senior Vice President-Wealth Advisor @ Morgan Stanley Smith Barney
- 1996 - 2008 Senior Vice President-Wealth Advisor @ Merrill Lynch
Thomas Podmajersky Education
- The Wharton School
Certified Investment Management Analyst
- Rutgers College
Bachelor’s Degree (Economics)
1981 - 1985
Thomas Podmajersky Skills
- Management
- Team Building
- Banking
- Business Analysis
- Customer Service
- Financial Analysis
- Portfolio Management
- Strategy
- Strategic Planning
- Donor Advised Funds
Thomas Podmajersky Summary
Thomas Podmajersky, based in Newport Beach, CA, US, is currently a Senior Vice President Wealth Management at UBS. Thomas Podmajersky brings experience from previous roles at Morgan Stanley Smith Barney and Merrill Lynch. Thomas Podmajersky holds a Certified Investment Management Analyst @ The Wharton School. With a robust skill set that includes Management, Team Building, Banking, Business Analysis, Customer Service and more.
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