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Tom Sundberg Location
New York, NY, US
Tom Sundberg Work
Director of Investor Relations @ (November 2019 - Present)
Manager - Distribution @ (July 2018 - June 2019)
Senior Investment Analyst @ PacWealth Capital Limited (July 2016 - July 2018)
Associate @ (November 2013 - July 2016)
Tom Sundberg Education
Investments & Wealth Institute
Certified Investment Management Analyst (CIMA)
2015-2017
RMIT University
Bachelor of International Business
Tom Sundberg Skills
Relationship Management
Customer Service
Investments
Business Strategy
Credit
Finance
Investment Advisory
Strategic Financial Planning
Superannuation
Etfs
Financial Modeling
SQL
Microsoft Office
Portfolio Management
Tom Sundberg Summary
Tom Sundberg, based in New York, NY, US, is currently a Director of Investor Relations at Fermat Capital. Tom Sundberg brings experience from previous roles at GAM, PacWealth Capital Limited and BlackRock. Tom Sundberg holds a 2015 - 2017 Certified Investment Management Analyst (CIMA) @ Investments & Wealth Institute. With a robust skill set that includes Relationship Management, Customer Service, Investments, Business Strategy, Credit and more. Tom Sundberg has 2 emails and 5 mobile phone numbers on RocketReach.
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