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Kathleen Thomas Edit Profile

Financial advisor , Investment banker

Kathleen Thomas, American financial advisor, investment banker. Member Chicago Metropolitan and National Government Association, Illinois Association School Business Officials, Illinois City/County Managers.

Background

Thomas, Kathleen was born on January 13, 1960 in Highland Park, Illinois, United States. Daughter of Joseph John and Betty Lynne (Rottler) Spychalski.

Education

B. General Studies, University Michigan, 1982.

Career

Sales representative Equitable Life Insurance, Chicago, 1982-1983. Finance advisor Flatland, Hinners & Company, Northfield, 1983-1986, vice president, 1986-1990. Principal Flatland, Thomas & Company, 1990-1992, Thomas & Davis, Inc., Chicago, 1992—1997, Evensen Dodge Inc., 1997—2000.

Private practice Chicago, 2000—2004. Vice president First Trust Portfolios LP, since 2004. Senior vice president Oppenheimer-Capital Markets, Chicago.

Membership

Member Chicago Metropolitan and National Government Association, Illinois Association School Business Officials, Illinois City/County Managers.

Interests

  • Other Interests

    Tennis, golf, boating, bike riding, skiing.

Connections

father:
Joseph John Spychalski

mother:
Betty Lynne (Rottler) Spychalski