president cco at client one securities llc@ CreativeOne Securities
Leawood, Kansas, United States
Mike Tuma
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Wichita State University
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Tell me more about Mike Tuma?
FlashIntel GPTMike Tuma is a highly experienced professional with 27.8 years of work experience. He has a wide range of skills including 401k ERP agreements and contracts, AIMI, and cloud computing. Mike has worked at CreativeOne Securities and SII Investments, where he held positions as President/CCO and V.p. He is currently the President/CCO at Client One Securities, LLC. Mike is based in Leawood, Kansas and has a strong background in financial services and investment advisory.
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Emails and Phone Numbers
Work Experience
president cco at client one securities llc
President | Chief Creative Officer
Financial Services
Mike Tuma's Professional Milestones
- President | Chief Creative Officer (2010-11-01~): Creating impactful marketing campaigns that drive brand recognition and increase brand awareness.
- Vice President (1996-01-01~2006-01-01): Driving organizational growth and achieving sustainable growth through strategic planning and effective leadership.
Education
Accounting,
Ba
1980-1983Skill
401k Erisa Agreements And Contracts
Adv Part I And Ii
Albridge
Arkon Crm
Cloud Computing
Dst Vision Professional
Investment Advisory Agreements
Investment Advisory Manuals
Laserapp
Microsoft Office Suite
Needs Analysis And Issue Resolution
Pershings Netx360 Platform
Regulatory Compliance
Representative Procedures
Signix
Smarsh
Trend Analysis And Reporting
Written Supervisory Policies
Xtiva Commission System
Team Training And Leadership
Relationship Building
Sales And Recruiting
Risk Evaluation
Bd/investment Advisory Manuals
Project Management
Bd Focus Reports
Budgeting
Trend Analysis
Finra Gateway
Optimizing Workflows
Certification
Colleagues
Shanon Grundland
Investment Advisor Representative
Jake Tyndall, MS
On-Boarding Vendor Partner Relationships Application Coordination Product Due Diligence And Project Management
Karen Varvel
Retired
Jeff Eisenhauer
president ceo & cco
Tim Hudson. CFP
Helping widow clients feel more empowered with their finances so they can achieve what truly matters to them.
Other Named Mike Tuma
Frequently asked questions
Mike Tuma's social media include: Linkedin,
Mike Tuma works for CreativeOne Securities
Mike Tuma's role in CreativeOne Securities is president cco at client one securities llc
Mike Tuma works in the industry of Financial Services
Mike Tuma's colleagues are Shanon Grundland,Jake Tyndall, MS,Karen Varvel
Mike Tuma's latest job experience is president cco at client one securities llc at CreativeOne Securities
Mike Tuma's latest education in Wichita State University
