Tom Buhrmann, Cima® Email & Phone Number
@stratwealth.com
2 phones found area 216
LinkedIn matched
Who is Tom Buhrmann, Cima®? Overview
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Tom Buhrmann, Cima® is listed as Principal at Strategic Wealth Partners (SWP) at Strategic Wealth Partners (SWP), a with 37 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at stratwealth.com, phone signal with area code 216, and a matched LinkedIn profile for Tom Buhrmann, Cima®.
Tom Buhrmann, Cima® previously worked as Principal at Strategic Wealth Partners (Swp) and Wealth Advisor at Strategic Wealth Partners (Swp). Tom Buhrmann, Cima® holds Master Of Business Administration (Mba), 1) Investment Management 2) Finance, 3.8/4.0 from Depaul University - Charles H. Kellstadt Graduate School Of Business.
Email format at Strategic Wealth Partners (SWP)
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AeroLeads found 1 current-domain work email signal for Tom Buhrmann, Cima®. Compare company email patterns before reaching out.
About Tom Buhrmann, Cima®
Tom joined SWP in 2012 after earning his MBA from DePaul University’s Kellstadt Graduate School of Business. He spent the first six-plus years of his career in client service – providing marketing and consulting advice to well-known pharmaceutical companies. Ultimately, Tom’s interest in the financial markets and passion for helping people led him to become a Wealth Advisor.Tom welcomes the challenge of simplifying the complexities of investing with the goal of guiding clients to develop a long-term plan and feel confident about their future. He prides himself on building relationships with clients based on accessibility, accountability, and his fiduciary responsibility to always act in each client’s best interest.Away from the office, Tom enjoys spending time with his family (wife, three daughters, and dog) and trying to improve his golf game.
Listed skills include Investments, Portfolio Management, Strategic Financial Planning, Strategy, and 4 others.
Tom Buhrmann, Cima®'s current company
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Tom Buhrmann, Cima® work experience
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Wealth Advisor
CurrentStrategic Wealth Partners, LLC provides financial planning and investment advisory services to high net worth individuals and small institutions. We are an independent firm built upon a foundation of eliminating conflicts of interest and acting with the utmost integrity. We believe these core values have helped us to earn our clients’ trust and confidence, thereby creating long-lasting and meaningful relationships with them.My responsibilities include:• Client service: manage client relationships, communicate with clients to understand investment goals, time horizon, risk tolerance, cash needs, tax considerations, etc.; prepare analysis and meet with clients• Portfolio management: asset allocation, manager analysis, rebalancing, trading, investment reviews, member of the firm's Investment Committee
Account Supervisor
Healthcare marketing and consulting for pharmaceuticals, biotech, devices, and diagnostics.• 1 promotion from Sr. Account Executive• Managed client relationships -- Teva, Azilect and Lundbeck, Sabril; supervised internal teams to ensure progress against established objectives, budgets, timelines, deliverables, and quality standards• Attended advisory boards, conferences, market research, and field trips to interview executives and top doctors regarding: business strategy, product lifecycle management, clinical data, marketing messages, and competitive products• Responsible for aggregate budgets >$10M; forecasted revenue and staffing plans, processed quarterly projections and billing
Sr. Account Executive
Healthcare marketing and consulting for pharmaceuticals and diagnostics.• 2 promotions from Account Executive and Client Service Manager• Client and project management -- Bristol-Myers Squibb, Orencia & Baraclude and Abbott Molecular • Served as Financial Manager of aggregate budgets >$19M, reported to client’s Principal Financial Analyst on: annual budgets, project estimates, spend tracking and forecasting, monthly billing, and accruals• Participated in new business pitches; notable win: Bristol-Myers Squibb & AstraZeneca joint venture
Colleagues at Strategic Wealth Partners (SWP)
Other employees you can reach at stratwealth.com. View company contacts for 37 employees →
Michael Tuber
Colleague at Strategic Wealth Partners (Swp)Deerfield, Illinois, United States
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Matthew Cox
Colleague at Strategic Wealth Partners (Swp)Park Ridge, Illinois, United States
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Michael Garrison, Cfa, Cfp®
Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States
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Lauren N.
Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States
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Neal Price
Colleague at Strategic Wealth Partners (Swp)Deerfield, Illinois, United States
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Michele Turner
Colleague at Strategic Wealth Partners (Swp)Milwaukee, Wisconsin, United States
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Katie Doherty
Colleague at Strategic Wealth Partners (Swp)Chicago, Illinois, United States
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Adam Rudolph Shemaria, Cfp®
Colleague at Strategic Wealth Partners (Swp)Deerfield, Illinois, United States
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Lindsay Pflug
Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States
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Eric O'Brien Cfp®
Colleague at Strategic Wealth Partners (Swp)Greater Chicago Area, United States
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Tom Buhrmann, Cima® education
Master Of Business Administration (Mba), 1) Investment Management 2) Finance, 3.8/4.0
Bachelor Of Arts (Ba), 1) Business 2) Marketing, 3.6/4.0
Frequently asked questions about Tom Buhrmann, Cima®
Quick answers generated from the profile data available on this page.
What company does Tom Buhrmann, Cima® work for?
Tom Buhrmann, Cima® works for Strategic Wealth Partners (SWP).
What is Tom Buhrmann, Cima®'s role at Strategic Wealth Partners (SWP)?
Tom Buhrmann, Cima® is listed as Principal at Strategic Wealth Partners (SWP) at Strategic Wealth Partners (SWP).
What is Tom Buhrmann, Cima®'s email address?
AeroLeads has found 1 work email signal at @stratwealth.com for Tom Buhrmann, Cima® at Strategic Wealth Partners (SWP).
What is Tom Buhrmann, Cima®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 216 for Tom Buhrmann, Cima® at Strategic Wealth Partners (SWP).
Where is Tom Buhrmann, Cima® based?
Tom Buhrmann, Cima® is based in Greater Chicago Area, United States while working with Strategic Wealth Partners (SWP).
What companies has Tom Buhrmann, Cima® worked for?
Tom Buhrmann, Cima® has worked for Strategic Wealth Partners (Swp), Topin & Associates, and Corbett Accel Healthcare Group.
Who are Tom Buhrmann, Cima®'s colleagues at Strategic Wealth Partners (SWP)?
Tom Buhrmann, Cima®'s colleagues at Strategic Wealth Partners (SWP) include Michael Tuber, Matthew Cox, Michael Garrison, Cfa, Cfp®, Lauren N., and Neal Price.
How can I contact Tom Buhrmann, Cima®?
You can use AeroLeads to view verified contact signals for Tom Buhrmann, Cima® at Strategic Wealth Partners (SWP), including work email, phone, and LinkedIn data when available.
What schools did Tom Buhrmann, Cima® attend?
Tom Buhrmann, Cima® holds Master Of Business Administration (Mba), 1) Investment Management 2) Finance, 3.8/4.0 from Depaul University - Charles H. Kellstadt Graduate School Of Business.
What skills is Tom Buhrmann, Cima® known for?
Tom Buhrmann, Cima® is listed with skills including Investments, Portfolio Management, Strategic Financial Planning, Strategy, Leadership, Management, Marketing, and Market Research.
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