Bio
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Topline AI
Tony Tomash is a seasoned financial professional with extensive experience in strategic financial planning, investment advisory, and wealth management.
With over 12 years of experience, Tomash has held various roles, including Owner at Tomash Financial, Independent Financial Advisor at Bernardi Investment Services, Financial Advisor at Guaranty Investment Services, and Fixed Income/Bond Trading Manager at Berthel Fisher & Company Financial Services.
Tomash holds a Bachelor of Business Administration degree from the University of Iowa, where he graduated in 1994. He is proficient in multiple languages and possesses a range of skills, including Series 7 and Asset Management certifications.
Experience
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Tomash Financial
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Cedar Rapids, Iowa
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Owner
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Jun 2012 - Present
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Cedar Rapids, Iowa
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Self-employed
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Cedar Rapids Iowa
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Independent Financial Advisor, Bernardi Investment Services
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Jun 2012 - Dec 2014
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Cedar Rapids Iowa
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Financial Advisor
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Dec 1998 - Jun 2012
Managed community bank investment center.
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Fixed Income/Bond Trading Manager
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May 1994 - Dec 1998
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Education
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1992 - 1994University of Iowa
Suggested Services
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Industry Focus. “Financial Services”
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