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Thomas Solberg Email & Phone Number

Financial Services Professional
Location: St Paul, Minnesota, United States 2 work roles 1 school
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Role
Financial Services Professional
Location
St Paul, Minnesota, United States

Who is Thomas Solberg? Overview

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Thomas Solberg is listed as Financial Services Professional based in St Paul, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Thomas Solberg.

Thomas Solberg previously worked as President at Solberg Financial and Associate at Strommen & Associates. Thomas Solberg holds English & Math from University Of Minnesota.

Profile bio

About Thomas Solberg

Develop and implement marketing and business development strategies, including client events and investment seminars.Skilled in relationship building with Financial Advisors, institutional clients, and high net worth clients to sell individually managed account sevices, mutual funds, and a diverse portfolio of products and services, including equities, bonds, and annuities.Strong record of building startup and expanding existing financail services companies through sales leadership, talent management, and training.Recognized for superior performance by executive management, received numerous performance-based awards.Specialties: Financail Services

2 roles · 39 years

Thomas Solberg work experience

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President

Solberg Financial

Director of Sales & FounderFounded and built investment advisory boutique, including strategic planning, client relationship, management, wholesaler liaison, new business development, staff management, compliance and technology. Established a strong book of business through effective relationship building, networking, solutions sales, and product knowledge. Mentored and trained new sales staff on all porducts, technology, office porcedures, and compliance. Extensive experience providing investmtnt expertise in:Mutual & Exchange Traded FundsIndividual Equities and BondsWrap AccountsManaged FuturesUnit Investmtnet TrustsPrivate PlacementsREITSFixed Insurance. Direct Participation ProgramsVariable Life & AnnuitiesHealth Insurance

1989 - 2008 ~19 yrs

Associate

Strommen & Associates
1988 - 1991 ~3 yrs
1 education record

Thomas Solberg education

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What is Thomas Solberg's role at their current company?

Thomas Solberg is listed as Financial Services Professional.

Where is Thomas Solberg based?

Thomas Solberg is based in St Paul, Minnesota, United States.

What companies has Thomas Solberg worked for?

Thomas Solberg has worked for Solberg Financial and Strommen & Associates.

How can I contact Thomas Solberg?

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What schools did Thomas Solberg attend?

Thomas Solberg holds English & Math from University Of Minnesota.

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