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Thomas Rozman Cfa Caia

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Thomas Rozman Cfa Caia

Partner & Chief Investment Officer | Simplicity Group

United States

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Thomas Rozman Cfa Caia

Summary

Thomas Rozman is a seasoned investment professional and FinTech entrepreneur with over 30 years of experience in wealth management solutions. As the Partner and Chief Investment Officer at Simplicity, he has a proven track record of driving market growth and delivering shareholder value. His expertise spans various sectors, including investment advisory, capital markets, and private client management. Thomas is known for his strategic business acumen and has successfully led teams to achieve sales objectives while fostering innovation in financial services. He holds an MBA with honors from the University of Chicago Booth School of Business, specializing in finance and investments. Additionally, he has co-invented patents in investment marketing, showcasing his commitment to advancing the industry. Thomas is passionate about leveraging technology to enhance wealth management processes and improve client outcomes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Thomas Rozman Cfa Caia

Work Experience

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Partner & Chief Investment Officer at

Simplicity Group

September 2021 - Present

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President & Chief Investment Officer at

Sawtooth Solutions

June 2018 - September 2021

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Chief Investment Officer at

Sawtooth Solutions

October 2016 - June 2018

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Vice President, Sales at

Thinkorswim Technologies, Inc.

February 2012 - June 2016

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Senior Vice President, Business Development at

ActiFi

July 2009 - February 2012

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Founder, President & Chief Executive Officer at

Broadridge Financial Solutions

April 2001 - July 2009

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Vice President, Capital Markets at

Merrill Lynch/Wfc/L. Inc.

July 1993 - April 2001

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Thomas Rozman Cfa Caia

Education

Frequently Asked Questions about Thomas Rozman Cfa Caia

What is Thomas Rozman Cfa Caia email address?

Thomas Rozman Cfa Caia's primary email address is *************@simplicitygroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Thomas Rozman Cfa Caia work for?

Thomas Rozman Cfa Caia is a Partner & Chief Investment Officer at Simplicity Group, a company specializing in Monetary Authorities-Central Bank.

Where Thomas Rozman Cfa Caia graduated from?

Thomas Rozman Cfa Caia holds a degree in Finance, Investments, Derivative Securities, Marketing, Competitive Strategy from University of Chicago Booth School of Business.

How can I directly contact Thomas Rozman Cfa Caia?

To contact Thomas Rozman Cfa Caia directly, you can use the email address *************@simplicitygroup.com. Complete contact information is available upon registration with Muraena.

Who is Thomas Rozman Cfa Caia?

Thomas Rozman is a seasoned investment professional and FinTech entrepreneur with over 30 years of experience in wealth management solutions. As the Partner and Chief Investment Officer at Simplicity, he has a proven track record of driving market growth and delivering shareholder value. His expertise spans various sectors, including investment advisory, capital markets, and private client management. Thomas is known for his strategic business acumen and has successfully led teams to achieve sales objectives while fostering innovation in financial services. He holds an MBA with honors from the University of Chicago Booth School of Business, specializing in finance and investments. Additionally, he has co-invented patents in investment marketing, showcasing his commitment to advancing the industry. Thomas is passionate about leveraging technology to enhance wealth management processes and improve client outcomes.

Thomas`s contact details

mail

*************@simplicitygroup.com

****@sawtootham.com

Colleagues

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Paul Tinnirello

Executive Vice President

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Brent Blanchette

Vice President Of Development

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Gregg Janes Clu Chfc

Vice President

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Ryan Kitzman Clu

Vice President of Strategic Accounts

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Steve Kerns

Executive Vice President, Business Relationships

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Ricp Michele Fisher

VP, Project Manager

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Michael Mortellaro

Senior Vice President, Head of Planning & Practice Management

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Nathan Jacobson

Partner, EVP

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Nathan Lee

VP of Technology Solutions

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