Tom Kaiser Email & Phone Number
Director of Equity and Option Management @ Allworth Financial
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Tom Kaiser Location
- Indianapolis, IN, US
Tom Kaiser Work
- Director of Equity and Option Management @ (September 2025 - Present)
- Portfolio Manager @ (June 2025 - August 2025)
- President @ (June 2024 - Present)
- Portfolio Manager @ Innovative Portfolios (June 2021 - August 2025)
- Investment Research Analyst @ (November 2016 - September 2020)
- Associate Director @ (March 2014 - November 2016)
- Asset-Backed Securities Analyst @ (September 2011 - March 2014)
- Alternative Investments Securities Technician @ (October 2010 - September 2011)
- Tax Intern @ Cray, Kaiser Ltd (January 2010 - April 2010)
- Commercial Credit Analyst Intern @ (June 2008 - August 2008)
Tom Kaiser Education
- Indiana University - Kelley School of Business
Bachelor of Science (Business; Finance, Economic Consulting; Public Policy Analysis)
2005-2009 - Benet Academy 2001-2005
Tom Kaiser Skills
- Investment Management
- Financial Services
- Communication
- Macroeconomics
- Portfolio Management
- Investment Strategies
- Investment Research
- Asset-backed Securitization
- Credit Rating
- Reporting & Analysis
- Microsoft Excel
- Research
- Research Writing
- Presentation Skills
- Strategic Financial Planning
- Banking
- Credit Analysis
- Microsoft Word
- Financial Modeling
- Cash Flow Analysis
- Analytical Skills
- Financial Analysis
- Accounting
- Microsoft Office
- Investments
- Management
- Public Speaking
- Finance
- PowerPoint
- Document Review
- Credit Risk
- Structured Finance
- Industry Research
- Quantitative Research
- Leadership
- Data Analysis
- Financial Markets
- Bloomberg
- Capital Markets
- Leveraged Finance
- High Yield Bonds
- Bonds
- Fixed Income
- Presentations
- Organization Skills
- Written Communication
- Critical Thinking
- Teamwork
- Interpersonal Skills
Tom Kaiser Summary
- Tom Kaiser, based in Indianapolis, IN, US, is currently a Director of Equity and Option Management at Allworth Financial. Tom Kaiser brings experience from previous roles at Allworth Financial, CFA Society Indianapolis, Innovative Portfolios and 40|86 Advisors. Tom Kaiser holds a 2005 - 2009 Bachelor of Science in Business; Finance, Economic Consulting; Public Policy Analysis @ Indiana University - Kelley School of Business. With a robust skill set that includes Investment Management, Financial Services, Communication, Macroeconomics, Portfolio Management and more. Tom Kaiser has 4 emails and 1 mobile phone numbers on RocketReach.
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