Tom Kerr: Portfolio Manager | Equity Analyst | Financial Representative in Thousand Oaks, California
Tom Kerr
Portfolio Manager | Equity Analyst | Financial Representative
Thousand Oaks | US
Skills
- Equities
- Asset Allocation
- Ski Patrol - Montana Snowbowl
Interests
Ski area management
Industries
Snow
Summary
Activity
Projects
No information
Work experience
Zacks Smallcap Research
Senior Research Analyst | 09/2021 - Current
Mutual of Omaha
Financial Representative | 05/2022 - Current
Disclosures:
1. Insurance licensed in: California Insurance License #0N07171. Insurance licensed in MT, UT, TX, CO.
2. Disclosure: http://www.mutualofomaha.com/disclosure/
SG Long Financial
Portfolio Manager & Equity Analyst | 09/2014 - 10/2018
Rocky Peak Capital Management
Portfolio Manager | 01/2012 - 12/2013
Reed Conner & Birdwell Investment Management
Equity Analyst & Portfolio Manager | 09/1994 - 05/2011
Education history
Texas Tech University
Bachelor of Business Administration - BBA | 1982 - 1986
Connections
Companies (0)
No information