Tom Kopatz Location
Collinsville, IL, US
Tom Kopatz Work
- 1990 - now Financial Consultant @ THRIVENT FINANCIAL
- 1989 - now Financial Consultant @ THRIVENT FINANCIAL
- 1970 - 1989 Sales Exec @ IBM
Tom Kopatz Education
- The American College
Retirement Income Certified Professional (Retirement income portfolio analysis and planning)
2012 - 2013 - The American College
Chartered Life Underwriter (Life Insurance)
1999 - 2001 - University of Illinois Springfield
Bachelor of Arts (BA) (Business Administration and Management, General)
1981 - 1985
Tom Kopatz Skills
- Portfolio Management
- Public Seminars
- Ricp Retirement Planning
- Investments
- Risk Management
- Registered Investment Advisor
- Supervisory Skills
- Legal Compliance
- Customer Service
- Financial Analysis
Tom Kopatz Summary
Tom Kopatz, based in Collinsville, IL, US, is currently a Financial Consultant at Thrivent Financial for Lutherans. Tom Kopatz brings experience from previous roles at Thrivent Financial and IBM. Tom Kopatz holds a 2012 - 2013 Retirement Income Certified Professional in Retirement income portfolio analysis and planning @ The American College. With a robust skill set that includes Portfolio Management, Public Seminars, Ricp Retirement Planning, Investments, Risk Management and more. Tom Kopatz has 1 emails on RocketReach.
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Top THRIVENT FINANCIAL Employees
-
Mike Dominowski
President, Thrivent Foundation and Director, Community Affairs at THRIVENT FINANCIAL
Minneapolis, Minnesota, United States12 -
Sravan Kasarla
Chief Data Officer at THRIVENT FINANCIAL
Boston, MA, US33 -
Teresa Rasmussen
President and CEO at THRIVENT FINANCIAL
Saint Paul, MN, US21 -
Karen Himle
Senior Vice President Customer Experience and Corporate Affairs at THRIVENT FINANCIAL
Hopkins, Minnesota, United States55 -
35+
-
David Royal
Chief Financial and Investment Officer at THRIVENT FINANCIAL
Minneapolis, MN, US12 -
12
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Randy Boushek
Senior Vice President and Chief Financial Officer at THRIVENT FINANCIAL
Elk River, Minnesota, United States25+ -
Greg McCullough
Senior Vice President, Chief Communications Officer at THRIVENT FINANCIAL
Minneapolis, Minnesota, United States21 -
Andy Benson
Managing Director, Private Equity Investments at THRIVENT FINANCIAL
Minneapolis, MN, US23 -
Celeste Bosn
VP of Marketing at THRIVENT FINANCIAL
Saint Paul, Minnesota, United States35+ -
33
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33
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5+5+ -
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Ted Dryden
Chief Compliance Officer at THRIVENT FINANCIAL
Minneapolis, MN, US34
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