Thomas Kowalczyk

Thomas Kowalczyk Email and Phone Number

EVP, B. Riley Wealth Management @ Steadtrust
Thomas Kowalczyk's Location
Dallas, Texas, United States, United States
Thomas Kowalczyk's Contact Details

Thomas Kowalczyk personal email

Thomas Kowalczyk phone numbers

About Thomas Kowalczyk

Highly engaged executive with a demonstrated track record of successful business development and sales growth. Strategic leader with strong relationship building background with both independent advisors and business partners. Subject matter expert on advisory and fee based programs as well as retirement income strategies. Core Competencies • Advisory Services• Consulting Services• Retirement Income• Business Strategy• Investment Solutions• Public Speaking• Business Development• Recruiting• Sales and MarketingSecurities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.

Thomas Kowalczyk's Current Company Details
Steadtrust

Steadtrust

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EVP, B. Riley Wealth Management
Thomas Kowalczyk Work Experience Details
  • Steadtrust
    Steadtrust
  • B. Riley Wealth Management
    Evp, Head Of Platform
    B. Riley Wealth Management Jul 2022 - Present
    Memphis, Tennessee, Us
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  • B. Riley Wealth Advisors, Inc.
    President
    B. Riley Wealth Advisors, Inc. Jul 2022 - Present
  • National Asset Management, Inc.
    Chief Executive Officer
    National Asset Management, Inc. Jul 2018 - Jul 2022
    National Asset Management Inc., an SEC Registered Investment Advisor
  • National Securities Corporation
    Executive Vice President, Investment Solutions
    National Securities Corporation Jul 2017 - Jul 2022
    New York, New York, Us
    National Securities Corp., Member FINRA | SIPC
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  • Williams Financial Group
    Senior Vice President Of Advisory Services
    Williams Financial Group Feb 2014 - Jul 2017
  • Signator Financial Services, Inc.
    Vice President, Director Of Advisory Services
    Signator Financial Services, Inc. Oct 2010 - Feb 2014
    Responsible for the development and promotion of all SIS fee-based platforms as well as the creation of the SIS retirement income initiative. Developed and managed the advisory services operating budget.
  • Symetra Financial
    Product Manager, Asset Management
    Symetra Financial 2010 - Dec 2011
    Bellevue, Wa, Us
    Responsible for building out the firms managed account and retirement income platforms across multiple distribution channels.
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  • Symetra Financial
    Sr. Marketing Analyst
    Symetra Financial 2007 - 2010
    Bellevue, Wa, Us
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  • Symetra Financial
    Advanced Markets Specialist
    Symetra Financial 2006 - 2007
    Bellevue, Wa, Us
    Part of the Advanced Markets team. Primarily focused on the TSA market but was also involved with life insurance case design and tax planning scenarios in support of the sales group.• Liaison with the sales center for ongoing training regarding retirement plans materials and information• Led project to develop and complete 403(b) and 457 sales proposal material and implemented workflow for proposal use • Subject matter expert for DC plans with focus on 403(b) and 457 plans
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Thomas Kowalczyk Skills

Retirement Planning Mutual Funds Investments Fixed Annuities Retirement Series 7 Financial Services Financial Advisory Investment Advisory Asset Allocation Wealth Management Series 63 Asset Management Financial Modeling Portfolio Management Life Insurance Strategic Planning Investment Strategies Financial Planning Investment Advisory Services Retirement Income Financial Markets Strategic Financial Planning

Thomas Kowalczyk Education Details

  • City University Of Seattle
    City University Of Seattle
    Finance
  • Boise State University
    Boise State University
    B.A.
  • University Of Nebraska-Lincoln
    University Of Nebraska-Lincoln

Frequently Asked Questions about Thomas Kowalczyk

What company does Thomas Kowalczyk work for?

Thomas Kowalczyk works for Steadtrust

What is Thomas Kowalczyk's role at the current company?

Thomas Kowalczyk's current role is EVP, B. Riley Wealth Management.

What is Thomas Kowalczyk's email address?

Thomas Kowalczyk's email address is tk****@****ial.com

What is Thomas Kowalczyk's direct phone number?

Thomas Kowalczyk's direct phone number is +121482*****

What schools did Thomas Kowalczyk attend?

Thomas Kowalczyk attended City University Of Seattle, Boise State University, University Of Nebraska-Lincoln.

What skills is Thomas Kowalczyk known for?

Thomas Kowalczyk has skills like Retirement Planning, Mutual Funds, Investments, Fixed Annuities, Retirement, Series 7, Financial Services, Financial Advisory, Investment Advisory, Asset Allocation, Wealth Management, Series 63.

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