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
- 2025 -now Director of Equity and Option Management @
- 2025 -2025 Portfolio Manager @
- 2024 -now President @
- 2021 -2025 Portfolio Manager @ Innovative Portfolios
- 2016 -2020 Investment Research Analyst @
- 2014 -2016 Associate Director @
- 2011 -2014 Asset-Backed Securities Analyst @
- 2010 -2011 Alternative Investments Securities Technician @
- 2010 -2010 Tax Intern @ Cray, Kaiser Ltd
- 2008 -2008 Commercial Credit Analyst Intern @
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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Top Allworth Financial Employees
Jason Harburger
SVP, Strategy
Boston, MA, US
Pat McClain
Co-Founder and CEO
Sacramento, CA, US
John Bunch
Chief Executive Officer
Indianapolis, IN, US
Alan Swanson
VP FP and A
Texas, United States
Chris Oddy
Chief Financial Officer
Texas, United States
Pete Engelken
Chief Operating Officer
Sacramento, CA, US
Christy Jordan
Regional VP, Wealth Management Consultant
Indianapolis, IN, US
Barry Greenberg
Chief Legal Officer
Texas, United States
Brad Boekestein
Chief Marketing Officer
Addison, TX, US
Andrew Stout
Chief Investment Officer
United States
Gary Grigsby
Chief Executive Officer
Addison, TX, US
Corey Gamble
Chief Compliance Officer
Sacramento, CA, US
Darla Sipolt
Chief Client Officer
Phoenix, AZ, US
Julie Anderson
Vice President of Human Resources
Sacramento, CA, US
Jeffrey Green
Chief People Officer
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Jake Wedemeyer
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Robby Scholes
Regional Vice President
Chapel Hill, NC, US
Jeremy F.
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