Thom Mcdermott Email & Phone Number

Atlanta, Georgia, United States

Atlanta, Georgia

Responsible for development and implementation of corporate strategy, raising of capital through multiple sources, asset acquisition and liquidation. Negotiated terms with banks, finance companies and equipment dealers. Developed operational, financial and staffing systems & controls. Performed financial and operational projections for stakeholders.

Built and managed a thriving financial advisory practice from scratch until sale of practice. Investments consistently outperformed the markets on a risk adjusted basis using mutual funds, variable annuities, fixed and indexed annuities and third party managers. Performed my own analysis due to ethics of CFA.Motivated clients to take positive action on complex ideas and concepts with uncertain results by explaining those complex concepts in simple terms.

Roswell, Ga, Conyers, Ga And Toccoa, Ga

Partnered with agency owners to grow the financial services business within their property & casuaty agency to meet the requiremnts of Allstate corporate. Motivated staff, marketed to existing client base in new ways, broadened client base. strengthened existing relationships - changed the overal culture in agencies with which I partnered.

Alpharetta, Ga

Coordinated teams in Development, Quality Assurance, Project Management, Implementation and Client Support. Reported only to the owner of the company and was responsible for bringing release delivery rate to 100% from 65%. Created company tracking system used for all development and support problem issues.

Atlanta And Chicago

Product Presentations, Prospect Needs Analysis, Coordinated RFP response process, Sales Assistance, Implementation Assistance and Customer Support.

Jacksonville, Florida Area

Developed investment policy statements for institutional clients with assets in excess of $600 million and was then responsible for all aspects of its implementation and management. Duties included security analysis and selection, analysis of economic environment, portfolio structure, trading and reporting. Required skills included the ability to explain complex financial concepts and strategies in a clear concise manner to individuals with a less than sophisticated financial background.

Greater Los Angeles Area

Identified, Researched and adjusted the holdings for affected client accounts pertaining to Corporate Actions and Class Action Lawsuits. Communicated these changes in corporate structure to the Investment Officers and Portfolio Managers responsible for the oversight of these client accounts.

Los Angeles, Ca

Trade Settlements, Account Reconciliations, Client Reporting, Performance Calculations

Bs, Agricultural Economics

Mba, International Finance

Completed MBA program in 18 months while working full-time.

Cfa, Investment Analysis And Research

Cfp, Financial Planning