Thomas J. Boesen
Fidelis Capital Group
- Role
- Founder Managing Principal at Fidelis Capital Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Founder Managing Principal
Jan 2019 — Present · Indianapolis, IN, US
Fidelis Capital Group is a financial services firm bringing private placements to accredited investors. Contact us today to hear how Life Settlements may fit in an asset allocation and provide protection against market risk.
Skills
- Series 3
- Investments
- Finra
- Complex Management
- The Art of Wow
- Branch Management
- Financial Advisory
- Series 8
- Fixed Income
- Series 63
- Family Office
- Asset Allocation
- Risk Management
- Recruiting
- Sales Management
- Business Development
- Wealth Management
- Personal Financial Planning
- Hedge Funds
- Investment Advisory
- Private Equity
- Asset Management
- Estate Planning
- Leadership
- Life Settlements
- Series 7
- Investment Management
- Coaching
- Series 65
- Private Wealth
- Portfolio Management
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