Thomas Wittkopf Email & Phone Number
President and CEO @ Great North Bank
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Thomas Wittkopf Location
- Eagle River, WI, US
Thomas Wittkopf Work
- 2023 -now Financial Advisor @
- 2017 -now President and CEO @
- 2017 -2023 Investment Advisor @
- 2005 -2017 Investment Advisor Representative @
- 2006 -2017 Chief Executive Officer @ State Bank of Florence
- 2009 -2015 Financial Services Advisory Board @ Community Bankers of Wisconsin
- 1994 -1998 Claims Adjuster @
Thomas Wittkopf Education
- University of Wisconsin-Stevens Point
BS (Finance, Economics, Marketing)
1990-1994
Thomas Wittkopf Skills
- Series 63
- Securities
- Investment Strategies
- Alternative Investments
- Bonds
- Portfolio Management
- Investments
- Asset Managment
- Equities
- Banking
- Financial Analysis
- Wealth Management
- Investment Advisory
- Retirement Planning
- Mutual Funds
- IRAs
- Financial Advisory
- Asset Allocation
- Golf Instruction
- Strategic Planning
- Risk Management
- Insurance
- Sentry
Thomas Wittkopf Summary
- Thomas Wittkopf, based in Eagle River, WI, US, is currently a President and CEO at Great North Bank. Thomas Wittkopf brings experience from previous roles at Gateway Financial Partners, SagePoint Financial, SII Investments and State Bank of Florence. Thomas Wittkopf holds a 1990 - 1994 BS in Finance, Economics, Marketing @ University of Wisconsin-Stevens Point. With a robust skill set that includes Series 63, Securities, Investment Strategies, Alternative Investments, Bonds and more. Thomas Wittkopf has 3 emails and 1 mobile phone numbers on RocketReach.
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