![Thomas Rozman](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Thomas Rozman
Direttore degli Investimenti presso Simplicity Wealth LLC
Posizioni attive di Thomas Rozman
Società | Posizione | Inizio | Fine |
---|---|---|---|
Simplicity Wealth LLC
![]() Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors. | Direttore degli Investimenti | 01/01/2022 | - |
Storia della carriera di Thomas Rozman
Precedenti posizioni note di Thomas Rozman
Società | Posizione | Inizio | Fine |
---|---|---|---|
Simplicity Solutions LLC
![]() Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | Direttore degli Investimenti | 01/10/2016 | 01/03/2024 |
Presidente | 01/10/2016 | 01/09/2021 | |
DST Brokerage Solutions LLC
![]() DST Brokerage Solutions LLC Investment Banks/BrokersFinance Part of SS&C Technologies Holdings, Inc., DST Brokerage Solutions LLC provides designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms. The company is based in Kansas City, MO. | Vendite & Marketing | 20/03/2012 | 01/06/2016 |
Formazione di Thomas Rozman
The University of Chicago | Masters Business Admin |
Boston College | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Chief Investment Officer | 2 |
Sales & Marketing | 1 |
Masters Business Admin | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
DST Brokerage Solutions LLC
![]() DST Brokerage Solutions LLC Investment Banks/BrokersFinance Part of SS&C Technologies Holdings, Inc., DST Brokerage Solutions LLC provides designed solutions to fit the needs of broker-dealers, enabling fully integrated, seamless communications between fellow broker-dealer desktops, back offices and asset management platforms. The company is based in Kansas City, MO. | Finance |
Simplicity Solutions LLC
![]() Simplicity Solutions LLC Investment ManagersFinance Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies. | Finance |
Simplicity Wealth LLC
![]() Simplicity Wealth LLC Investment ManagersFinance Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors. | Finance |
- Borsa valori
- Insiders
- Thomas Rozman
- Esperienza