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Cfp Thomas Liversage
Cfp Thomas Liversage
Senior Vice President | Capital Advisors
Tulsa, Oklahoma, United States
Cfp Thomas Liversage
Summary
Thomas Liversage is a seasoned wealth advisor with over a decade of experience in the financial services industry. Currently serving as the Senior Vice President at Capital Advisors in Tulsa, Oklahoma, he has a strong background in depository banking functions. His career trajectory includes significant roles such as VP Wealth Advisor and VP Portfolio Manager, showcasing his expertise in wealth management and client relations. Before his transition into finance, Thomas was also involved in collegiate athletics, serving as a men's tennis coach at the University of Tulsa and the University of San Diego. This unique blend of sports and finance gives him a distinctive perspective on teamwork and strategy. His academic credentials include an MBA from the University of Tulsa and a Bachelor's in Accounting and Finance from the University of San Diego. Thomas is passionate about helping clients achieve their financial goals and is dedicated to continuous professional development.
Cfp Thomas Liversage
Work Experience
Senior Vice President at
Capital Advisors
January 2022 - Present
VP Wealth Advisor at
Capital Advisors
July 2019 - Present
VP Portfolio Manager at
Capital Advisors
December 2017 - Present
Internal Portfolio Manager at
Capital Advisors
September 2017 - December 2017
Relationship Manager at
Capital Advisors
August 2016 - September 2017
Associate Head Men's Tennis Coach at
The University of Tulsa
August 2015 - July 2016
Assistant Men's Tennis Coach at
The University of Tulsa
August 2009 - July 2015
Assistant Men's Tennis Coach at
University of San Diego
January 2009 - May 2009
Cfp Thomas Liversage
Education
University of San Diego School of Business Administration, Bachelor's Degree
January 2005 - January 2008
University of Tulsa, Master Of Business Administration (M.B.A.)
January 2015
Frequently Asked Questions about Cfp Thomas Liversage
What is Cfp Thomas Liversage email address?
Cfp Thomas Liversage's primary email address is **********@capitaladv.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Thomas Liversage work for?
Cfp Thomas Liversage is a Senior Vice President at Capital Advisors, a company specializing in Functions related to depository banking.
Where Cfp Thomas Liversage graduated from?
Cfp Thomas Liversage holds a degree in Accounting And Finance from University of San Diego School of Business Administration.
How can I directly contact Cfp Thomas Liversage?
To contact Cfp Thomas Liversage directly, you can use the email address **********@capitaladv.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Thomas Liversage?
Thomas Liversage is a seasoned wealth advisor with over a decade of experience in the financial services industry. Currently serving as the Senior Vice President at Capital Advisors in Tulsa, Oklahoma, he has a strong background in depository banking functions. His career trajectory includes significant roles such as VP Wealth Advisor and VP Portfolio Manager, showcasing his expertise in wealth management and client relations. Before his transition into finance, Thomas was also involved in collegiate athletics, serving as a men's tennis coach at the University of Tulsa and the University of San Diego. This unique blend of sports and finance gives him a distinctive perspective on teamwork and strategy. His academic credentials include an MBA from the University of Tulsa and a Bachelor's in Accounting and Finance from the University of San Diego. Thomas is passionate about helping clients achieve their financial goals and is dedicated to continuous professional development.
Cfp`s contact details
**********@capitaladv.com
****************@utulsa.edu
Colleagues
President
Senior Vice President at Capital Advisors, Inc.
Senior Vice President
SVP / Wealth Advisor
VP, Wealth Advisor
VP, Client Service Manager/Trading
Chief Compliance Officer
Vice President, Wealth Advisor
Vice President Portfolio Analyst