Thomas Rozman
Chief Investment Officer bei Simplicity Wealth LLC
Aktive Positionen von Thomas Rozman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Chief Investment Officer | 01.01.2022 | - |
Karriereverlauf von Thomas Rozman
Ehemalige bekannte Positionen von Thomas Rozman
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Chief Investment Officer | 01.10.2016 | 01.03.2024 |
Präsident | 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. | Vertrieb & Marketing | 20.03.2012 | 01.06.2016 |
Ausbildung von Thomas Rozman
The University of Chicago | Masters Business Admin |
Boston College | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Chief Investment Officer | 2 |
Sales & Marketing | 1 |
Masters Business Admin | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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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 |
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