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Tom Sundberg Location
New York, NY, US
Tom Sundberg Work
2019 -now Director of Investor Relations @
2018 -2019 Manager - Distribution @
2016 -2018 Senior Investment Analyst @ PacWealth Capital Limited
2013 -2016 Associate @
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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