Tom Garretson Email & Phone Number
Senior Portfolio Strategist @ RBC Wealth Management
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Tom Garretson Location
- New York, NY, US
Tom Garretson Work
- Senior Portfolio Strategist @ (September 2013 - Present)
- Corporate Strategist @ Carlson Fixed Income Fund (March 2012 - May 2013)
- Associate @ (March 2011 - August 2012)
- Loan Administration Manager @ (December 2008 - November 2010)
- Intern @ (March 2007 - June 2007)
Tom Garretson Education
- UMN Carlson School of Management
MBA (Finance)
2011-2013 - University of Denver
Bachelor of Science in Business Administration (Finance)
2004-2007
Tom Garretson Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bloomberg
- Business Valuation
- Chartered Financial Analyst
- Corporate Finance
- Data Analysis
- Equity Research
- Financial Analysis
- Financial Modeling
- Fixed Income
- Investments
- Portfolio Management
- Private Equity
- Quantitative Analytics
- Strategy
- Valuation
- GMAT
- Writing
- Consulting
- Non Disclosure Agreements
- Market
- Strategist
- Audio Conferencing
- Insurance
- Local Community
- Finance
- Closings
- Driving
- Business Administration
- Ideas
- Management
- Science
- Funding
- Metrics
- Allocations
- Cfa Level Iii Candidate
- Exams
- Emerging Leaders
- Detail Oriented
- Daily Operations
- Telecommunications
- Business Services
- Barclays
- Healthcare
- Microsoft Office
- Medicine
- Acquisitions
- Transportation
- Denver
- Training
- Enterprise Software
- Situational Leadership
- Research
- Loan Closings
- Capital
- Loans
- Analysis
- Ratings
- Global Operations
- Statistical Tools
- Economics
- Debt
- Market Updates
- Business Development
- Active
- Operations
- Colorado
- VBA
- Credit
- Project
- ETFs
- Sales Presentations
- Presentations
- Media
- Responsibility
- E Commerce
- Minneapolis
- Regulations
- Portfolio
- Teaching
- New York
- Government
- Mortgage Lending
- Financial Services
- Consumer Services
- Compliance
- Equities
- Acquisition Strategies
- Underwriting
- Mutual Funds
- Business Planning
- Securities
- Neighborhood
- Budgets
- Due Diligence
- Connecticut
- Conceptual Modeling
- Mergers and Acquisitions
- Investment Decisions
- Evaluation
- Wells Fargo
- Coordinated
- Competition
- Databases
Tom Garretson Summary
- Tom Garretson, based in New York, NY, US, is currently a Senior Portfolio Strategist at RBC Wealth Management. Tom Garretson brings experience from previous roles at Carlson Fixed Income Fund, SHR Capital Partners, Wells Fargo and UBS. Tom Garretson holds a 2011 - 2013 MBA in Finance @ UMN Carlson School of Management. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Business Valuation and more. Tom Garretson has 3 emails and 2 mobile phone numbers on RocketReach.
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