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Executive V.P., Wealth Management

Executive

CHIEF INVESTMENT OFFICER / CFO

I have 20+ years of success in Chief Investment Officer & CFO roles with a record of establishing accountable finance organizations, creating value through investment portfolio valuation, funding, and performance optimization. My background includes leading accounting, regulatory, tax, portfolio valuation, financial reporting, investor reporting, operations, human resources, and procurement.

Managing the establishment of TM’s investment platform. Principal responsibilities include the implementation of consolidated investment reporting; optimization of asset allocations for portfolios; approval of new investment managers; development of communication materials for clients and prospects; management of the financial planning department; and administration of compliance.

Find out detailed information about Thomas Barrett, CFA,CFP,CPA, Executive V.P., Wealth Management in Laguna Niguel, CA

Thomas Barrett, CFA,CFP,CPA: Executive V.P., Wealth Management in Laguna Niguel, CA

Thomas Barrett, CFA,CFP,CPA