Profil
Mr. Schroeder has many years of experience in the financial services industry and an extensive background in institutional marketing and asset management, including Director of Marketing at Ryan Capital Management and Account Executive at William O'Neil and Co.
Mr. Schroeder received his BA in Economics from California State University, Northridge, and recently earned the Professional Designation in Personal Financial Planning from UCLA .
Tidigare kända positioner av Tom Schroeder
| Företag | Position | Slut |
|---|---|---|
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance CCM seeks to acquire stocks of exceptional businesses, run by first-class management teams, when those firms are selling at bargain prices. Their investments are predominantly in stocks, corporate/municipal bonds, and stock options. For its stock investments, the firm employs a fundamentals-based investment methodology. For its portfolio holdings, CCM generally seeks a margin of safety in terms of price paid relative to business value received. Their investment gains come from identifying and owning undervalued businesses capable of consistent, long-term growth. | Företagsledare/Principal | 2008-12-31 |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research | Företagsledare/Principal | 1996-12-31 |
Tom Schroeders utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 3 |
|---|---|
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance CCM seeks to acquire stocks of exceptional businesses, run by first-class management teams, when those firms are selling at bargain prices. Their investments are predominantly in stocks, corporate/municipal bonds, and stock options. For its stock investments, the firm employs a fundamentals-based investment methodology. For its portfolio holdings, CCM generally seeks a margin of safety in terms of price paid relative to business value received. Their investment gains come from identifying and owning undervalued businesses capable of consistent, long-term growth. | Finance |
William O'Neil + Co., Inc.
William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research | Finance |
California State University-Northridge
California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















