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Thomas Birk

Thomas Birk

Regional Vice president

Followers of Thomas Birk574 followers
location of Thomas BirkLos Angeles Metropolitan Area

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  • Timeline

  • About me

    First Vice President - Investments at Wells Fargo Advisors

  • Education

    • University of Minnesota

      -
      Bachelor’s Degree Political Science and Government/ Speech Debate

  • Experience

    • Goldman Sachs

      Jan 1997 - Jan 2000
      Regional Vice president

      Built out new distribution model of GSAM products to RIA's and large wire houses. ML PBIG, MS, UBS, etc.

    • Lehman Brothers

      Jan 2000 - Jan 2004
      Senior Vice President

      Was responsible for both the creation and launch of customized Structured Notes, Private Equity, Separate managed Accounts, and Hedge Funds. Dealt with the top 25 Advisors at Lehman and worked with President and CIO on platform implementaion and recruiting. Worked with the Mutual Fund companies to introduce creative new products to Lehman for HNW client solutions. Based in Los Angeles, guided projects on a national basis.

    • BNY

      Jan 2006 - Jan 2010
      Senior Vice president

      Wealth Advisor Services RIA and Asset Management distribution

    • Credit Suisse

      Apr 2011 - Feb 2016
      Director

      Manage or advise over 9 Billion dollars of Institutional and Private Wealth clients assets.

    • Wells Fargo Advisors

      Feb 2016 - now
      First Vice President - Investments

      Senior financial Advisor focused on advising both Institutions and High net worth individuals to mitigate risk.

  • Licenses & Certifications

    • National Speakers Bureau

      Apr 1997

    • Series 65, Uniform Investment Advisors Law Examination

      Feb 1987

    • Series 63, The Uniform Securities Agent State Law

      Apr 1983

    • Series 7, General Securities Representative Exam

      Apr 1983