Tom Kopatz's Location
St. Louis, MO, US
Tom Kopatz's Work
- Financial Advisor @ Edward Jones
- financial consultant @ THRIVENT FINANCIAL
Tom Kopatz's Education
- University of Illinois Springfield
Bachelor of Business Administration (B.B.A.) (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
1981 - 1985
Tom Kopatz's Skills
- Portfolio Management
- Public Seminars
- Ricp Retirement Planning
- Investments
- Risk Management
- Registered Investment Advisor
- Supervisory Skills
- Legal Compliance
- Customer Service
- Financial Analysis
Tom Kopatz's Summary
Tom Kopatz, based in St. Louis, MO, US, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at Thrivent Financial for Lutherans. Tom Kopatz holds a 1981 - 1985 Bachelor of Business Administration (B.B.A.) in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ University of Illinois Springfield. With a robust skill set that includes Portfolio Management, Public Seminars, Ricp Retirement Planning, Investments, Risk Management and more, Tom Kopatz contributes valuable insights to the industry. Tom Kopatz has 2 emails on RocketReach.
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