Tom Demko Email & Phone Number
Managing Director @ Creative Planning
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Tom Demko Location
- Beverly Hills, CA, US
Tom Demko Work
- 2025 -now Managing Director @
- 2018 -2026 Managing Director @
- 2010 -2018 Managing Director and President @ Bay Mutual Financial
Tom Demko Education
- University of San Diego
BA (Political Science, Italian)
Tom Demko Skills
- Finance
- Business Strategy
- 401k
- Sales Management
- Strategic Planning
- Retirement Planning
- Business Development
- Employee Benefits
- Series 63
- Sales
- Fiduciary
- Investments
- Retirement
- Mutual Funds
- Series 6
- Retirement Plan Consulting
- Financial Services
- Series 24
- Series 7
- IRAs
- Series 65
- Profit Sharing
- Investment Advisory
- Wealth Management Services
- Fixed Annuities
- ERISA
- Asset Allocation
- ETFs
- Securities
- Financial Advisory
- Team Building
- Securities Regulation
- 401K Retirement Savings Plans
- Liability Driven Investing
- Strategy
- Wealth Management
- Opeb
- Asset Management
- Defined Benefit
- Pension Funds
- Management
- Trading
- PowerPoint
- Illustrator
- Adobe Acrobat
- Photoshop
- Adobe Photoshop
- Microsoft Office
- Microsoft Word
- Entrepreneurship
- Microsoft Excel
- InDesign
- 401 Retirement Savings Plans
Tom Demko Summary
- Tom Demko, based in Beverly Hills, CA, US, is currently a Managing Director at Creative Planning. Tom Demko brings experience from previous roles at SageView Advisory Group and Bay Mutual Financial. Tom Demko holds a BA in Political Science, Italian @ University of San Diego. With a robust skill set that includes Finance, Business Strategy, 401k, Sales Management, Strategic Planning and more. Tom Demko has 2 emails and 1 mobile phone numbers on RocketReach.
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