Tom Bowman
Wealth Manager Focused on Concentrated Equity Strategies | Risk Mitigation • Monetization • Legacy Planning
- Role
- Wealth Manager at Investors Portfolio Services, Llc
- Location
- Puyallup, WA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Manager
Investors Portfolio Services, Llc
Jun 2017 — Present · Puyallup, WA, US
Through my role, I help individuals and businesses make critical decisions regarding their financial future. From initial financial planning to investment analysis and portfolio construction, my job is to help people analyze their options and help to avoid emotional biases in financial decision making. Advisory services offered through Investors Portfolio Services LLC, a Registered Investment Advisor. Securities offered through Fortune Financial Services, Member FINRA, SIPC. Investors Portfolio Services LLC and Fortune Financial Services are separate and unrelated companies.
Education
University of Washington
Bachelor of Arts (B.A.) of Business Administration, Accounting and Finance
2011 — 2015
Skills
- Time Management
- Public Speaking
- Business Analysis
- Merchandising
- Outlook
- Teamwork
- Customer Service
- Financial Planning
- Wealth Management
- Financial Accounting
- Critical Thinking
- Powerpoint
- Microsoft Excel
- Accounting
- Microsoft Powerpoint
- Inventory Management
- Investment Management
- Finance
- Access
- Management
- Microsoft Word
- Financial Analysis
- Social Media
- Leadership
- Financial Markets
- Client Services
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