Tom Schroeder

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Finance

Consumer Services

Profile

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 .

Former positions of Tom Schroeder

Companies	Position	End
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.	Corporate Officer/Principal	31/12/2008
William O'Neil + Co., Inc. William O'Neil + Co., Inc. Investment ManagersFinance Provides investment research	Corporate Officer/Principal	31/12/1996

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Training of Tom Schroeder

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Linked companies

Private companies	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