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Thomas Rozman Cfa Caia
Thomas Rozman Cfa Caia
Partner & Chief Investment Officer | Simplicity Group
United States
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.
Thomas Rozman Cfa Caia
Work Experience
Partner & Chief Investment Officer at
Simplicity Group
September 2021 - Present
President & Chief Investment Officer at
Sawtooth Solutions
June 2018 - September 2021
Chief Investment Officer at
Sawtooth Solutions
October 2016 - June 2018
Vice President, Sales at
Thinkorswim Technologies, Inc.
February 2012 - June 2016
Senior Vice President, Business Development at
ActiFi
July 2009 - February 2012
Founder, President & Chief Executive Officer at
Broadridge Financial Solutions
April 2001 - July 2009
Vice President, Capital Markets at
Merrill Lynch/Wfc/L. Inc.
July 1993 - April 2001
Thomas Rozman Cfa Caia
Education
University of Chicago Booth School of Business, Mba With Honors
St. Olaf College, Ba Cum Laude
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
*************@simplicitygroup.com
****@sawtootham.com
Colleagues
Executive Vice President
Vice President Of Development
Vice President
Vice President of Strategic Accounts
Executive Vice President, Business Relationships
Deacon
VP, Project Manager
Senior Vice President, Head of Planning & Practice Management
Partner, EVP
VP of Technology Solutions