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Cfp Thomas Liversage

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Cfp Thomas Liversage

Senior Vice President | Capital Advisors

Tulsa, Oklahoma, United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Thomas Liversage

Work Experience

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Senior Vice President at

Capital Advisors

January 2022 - Present

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VP Wealth Advisor at

Capital Advisors

July 2019 - Present

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VP Portfolio Manager at

Capital Advisors

December 2017 - Present

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Internal Portfolio Manager at

Capital Advisors

September 2017 - December 2017

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Relationship Manager at

Capital Advisors

August 2016 - September 2017

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Associate Head Men's Tennis Coach at

The University of Tulsa

August 2015 - July 2016

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Assistant Men's Tennis Coach at

The University of Tulsa

August 2009 - July 2015

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Assistant Men's Tennis Coach at

University of San Diego

January 2009 - May 2009

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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

mail

**********@capitaladv.com

****************@utulsa.edu

Colleagues

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Andy Brown

President

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George Haas

Senior Vice President at Capital Advisors, Inc.

Monty Butts

Senior Vice President

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Cfp Simon Beresford

SVP / Wealth Advisor

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Jason Percy

VP, Wealth Advisor

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Kasey Bray

VP, Client Service Manager/Trading

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Debra Konieczny

Chief Compliance Officer

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Dan Dimitrijevic

Vice President, Wealth Advisor

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Daniel Schluter Cfa

Vice President Portfolio Analyst

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