Wealth Management@ City National Bank
Santa Monica, California, United States
Tom Schroeder
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University of California, Los Angeles
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FlashIntel GPTTom Schroeder is a highly experienced financial services professional with 20 years of experience in developing relationships with high-net-worth individuals and institutional investors. He is skilled in wealth management, portfolio construction, business development, client relationship management, financial planning, hedge funds, alternative investments, institutional marketing, and fundamental and technical analysis of stocks. Tom has worked at City National Bank, Scottrade, MetLife, Check Capital Management Inc., and GE Financial, gaining expertise in various financial services and consulting. He is based in Santa Monica, California.
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About
Financial services professional with 20 years experience developing relationships with high-net-worth individuals, and institutional investors. Accomplished at counseling accredited investors and providing comprehensive financial advisory services. Specialties: - wealth management - portfolio construction / asset allocation - business development - client relationship management - financial planning - hedge funds / alternative investments - institutional marketing - fundamental and technical analysis of stocks
...See MoreWork Experience
Wealth Management
Banking
Tom Schroeder's Professional Milestones
- Vice President, Senior Investment Officer (2005-01-01~2009-01-01): Transformed the company's portfolio by implementing strategic investment initiatives and exceeding revenue targets.
- Financial Planner (2011-01-01~2012-01-01): Streamlined financial processes, improving accuracy and efficiency in forecasting and forecasting.
Education
Skill
Investments
Asset Allocation
Hedge Funds
Alternative Investments
Mutual Funds
Portfolio Management
Equities
Financial Services
Asset Managment
Series 7
Wealth Management
Trading
Strategic Financial Planning
Institutional Investments
Fixed Income
Fund Of Funds
Asset Management
Financial Planning
Finance
Certification
Colleagues
Gregory Newman-Martinez, JD
City National Bank Law Clerk | Licensed GBBQ Alliance Credit Co-Chair | Founder Of The Identity Reliability Project
vishnu Palwai
Technical Product Owner
Thomas Howell PMP, CSM, SAFe PO/PM, SAFe Agilist
Business Analyst | Product Owner | Project Manager
Qianying Ren
Vice President | Lead Business Systems Analyst | Certified Safe Product Owner | Product Manager
Bosky Khurana
Data And Analytics | BIM | Quality Manager | Technology Development Manager | Product Owner
Other Named Tom Schroeder
Frequently asked questions
We found 3 Tom Schroeder's email addresses
We found 2 Tom Schroeder's phone numbers
Tom Schroeder's social media include: Linkedin,
Tom Schroeder works for City National Bank
Tom Schroeder's role in City National Bank is Wealth Management
Tom Schroeder works in the industry of Banking
Tom Schroeder's colleagues are Gregory Newman-Martinez, JD,vishnu Palwai,Thomas Howell PMP, CSM, SAFe PO/PM, SAFe Agilist
Tom Schroeder's latest job experience is Wealth Management at City National Bank
Tom Schroeder's latest education in University of California, Los Angeles
