Thomas Smith, Cfa Email & Phone Number
Who is Thomas Smith, Cfa? Overview
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Thomas Smith, Cfa is listed as Finance Manager - Strategic Finance at Life360, a company with 586 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Thomas Smith, Cfa.
Thomas Smith, Cfa previously worked as Senior Finance Manager - Strategic Finance at Jumio Corporation and Finance Manager - Strategic Finance at Jumio Corporation. Thomas Smith, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Davis.
Email format at Life360
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About Thomas Smith, Cfa
I'm on a mission to empower companies to make the best strategic financial decisions. With hands-on experience in financial planning for high-growth companies, owning numerous models, forecasting key metrics, and streamlining reporting processes, I bring valuable insights as a strategic finance leader.My exceptional interpersonal and leadership skills shine when collaborating with internal teams, investors, BODs, mentoring junior associates, and solidifying operational best practices. Known for adaptability, I quickly grasp internal processes, systems, and operations. Let's connect and explore how I can elevate your organization's success.A proud CFA charterholder since October '23, I'm excited to apply the skills gained through the program while navigating complex roles throughout my career.DOMAIN KNOWLEDGE: B2B | FinTech | SaaS | Start-ups | Financial Services | Payments & TechnologyPROFESSIONAL SKILLS: Finance | Financial Reporting | Accounting | Financial Operations | Investor Relations | Strategic Finance | Financial Modeling | Process Improvement | IPO Readiness | FP&A | Debt & Equity Raises
Thomas Smith, Cfa's current company
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Thomas Smith, Cfa work experience
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Senior Finance Manager - Strategic Finance
Current
Finance Manager - Strategic Finance
Senior Financial Analyst, Strategic Finance
Chief Executive Officer
Currenthttps://markovianconsulting.wordpress.com/
Senior Financial Analyst
Senior Investment Analyst
As a Senior Investment Analyst, I collaborate with cross-functional teams to review, analyze, and develop RFPs for strategic initiatives with up to $1B in assets under management. I analyze fund performance, design investment reports, and supply consultants with data-driven reports to facilitate recommendations that drive client account growth and achieve.
Associate In Research And Analysis
Senior Analyst – Global Markets Intelligence, Tech Sector (Tmt)
While serving as a Senior Analyst, I conducted stock option, shareholder, historical, technical and fundamental analysis, and translated data into user-friendly reports that informed decision making by senior executives at publically traded firms. I interfaced with buy-side portfolio managers and trading desks, reviewed mutual fund data, and incorporated.
Analyst – Global Markets Intelligence, Tech Sector (Tmt)
At Ipreo, I orchestrated extensive analysis covering market trends, shareholder behavior, and stock prices to develop comprehensive reports aiding corporate clients in shareholder analysis and making meeting agendas. I incorporated public and proprietary data to conduct analysis and compile reports detailing trends of institutional investors. I interfaced.
Senior Investment Intern
While working at the Department of Finance with Sacramento County, I evaluated cash flow needs, credit ratings, trade analytics, and concentration limits using Bloomberg terminal to craft strategic investment recommendations at the County level. I mapped current investment options to third-party equivalents to promote equity in bidding by RFP participants..
Teaching Assistant
Colleagues at Life360
Other employees you can reach at life360.com. View company contacts for 586 employees →
Jan-Lee Chin
Colleague at Life360San Francisco Bay Area, United States
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Carlos Castro
Colleague at Life360Honduras, Honduras
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Melissa L.
Colleague at Life360San Francisco, California, United States, United States
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Andriy Life
Colleague at Life360Kyiv, Kyiv City, Ukraine, Ukraine
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Courtney Jeffers
Colleague at Life360Los Altos, California, United States, United States
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Manisha Tare
Colleague at Life360Fremont, California, United States, United States
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Mu Jaa
Colleague at Life360Lagos, Lagos State, Nigeria, Nigeria
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Wahab Wahab
Colleague at Life360San Diego, California, United States, United States
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Oleksandr K
Colleague at Life360Sofiyivska Borschagivka, Kyiv, Ukraine, Ukraine
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Abby Saechao-Aragon
Colleague at Life360San Francisco Bay Area, United States
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Thomas Smith, Cfa education
Bachelor Of Arts (B.A.), Economics
Associate Of Arts (A.A.), Accounting
Associate Of Arts (A.A.), Business Administration And Management, General
Frequently asked questions about Thomas Smith, Cfa
Quick answers generated from the profile data available on this page.
What company does Thomas Smith, Cfa work for?
Thomas Smith, Cfa works for Life360.
What is Thomas Smith, Cfa's role at Life360?
Thomas Smith, Cfa is listed as Finance Manager - Strategic Finance at Life360.
Where is Thomas Smith, Cfa based?
Thomas Smith, Cfa is based in San Francisco, California, United States while working with Life360.
What companies has Thomas Smith, Cfa worked for?
Thomas Smith, Cfa has worked for Life360, Jumio Corporation, Markovian Consulting, Trilogy Education, and Brighttalk.
Who are Thomas Smith, Cfa's colleagues at Life360?
Thomas Smith, Cfa's colleagues at Life360 include Jan-Lee Chin, Carlos Castro, Melissa L., Andriy Life, and Courtney Jeffers.
How can I contact Thomas Smith, Cfa?
You can use AeroLeads to view verified contact signals for Thomas Smith, Cfa at Life360, including work email, phone, and LinkedIn data when available.
What schools did Thomas Smith, Cfa attend?
Thomas Smith, Cfa holds Bachelor Of Arts (B.A.), Economics from University Of California, Davis.
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