Thomas Gregg Email & Phone Number

Madison, Wisconsin, United States

Milwaukee, Wisconsin, United States

Baker Tilly Virchow Krause, LLP is a full-service accounting and advisory firm that offers industry specialized services in audit, tax, and management consulting.• Prepare business valuations for such purposes as fair value financial reporting, estate and gift tax planning, buy-sell agreements, ownership succession, ESOPs, shareholder disputes, merger and acquisition transactions, marital dissolution, personal goodwill, and litigation.

Milwaukee, Wisconsin, United States

Promontory Point Capital is an investment banking boutique that provides M&A, debt and equity, and corporate advisory services for privately-held middle market businesses located in the Midwestern United States.• Worked on sell-side and buy-side mergers and acquisitions, debt and equity capital raises, sale leasebacks, and other corporate advisory engagements for clients with revenues up to $250 million• Responsible for all aspects of client transactions from initial pitch through closing, including preparing pitch books and accompanying valuations; creating Confidential Information Memoranda and other marketing materials; and managing due diligence and closing activities• Prepared complex financial models, forecasts, and statements• Performed company, industry and competitor research for transactions within the automation and controls, commercial print, distribution, engineering, environmental, financial services, healthcare, logistics, manufacturing, and packaging industries

Milwaukee, Wisconsin, United States

U.S. Bancorp Fund Services, LLC is a division of U.S. Bank that provides single-source solutions to support a variety of investment strategies and products including mutual funds, alternative investments, and exchange traded funds.• Maintained a 99.9 percent accuracy rating while being responsible for the daily general ledger accounting and valuation of mutual funds in compliance with Generally Accepted Accounting Principles and SEC regulations • Experienced in the processing of domestic and international equity, fixed income, fund of funds, and money market mutual funds with individual fund net assets exceeding $30 billion• Helped onboard eight client relationships• Assisted in the transfer of seven mutual funds between U.S. Bank and other service providers• Participated in two fund mergers• Authored over 45 departmental and client procedures• Prepared monthly client excise tax and other financial and administrative reports• Member of project teams responsible for implementing and testing departmental system and reporting capabilities• Reviewed other accountants' work for accuracy• Conducted employee training for new and existing team members • Recipient of six departmental awards

Milwaukee, Wisconsin, United States

The Marquette University Offices of Finance and the Comptroller provide accounting, budgeting, purchasing, payroll, investment and endowment, and financial reporting services for the University.• Performed reconciliations on bank accounts in excess of $5 million • Prepared not-for-profit tax returns, including the Form 5500 • Prepared reports detailing the use of funds provided by endowments and foundations • Performed internal control checks, such as payroll audits and salary authorization checks • Flowcharted processes and controls for the payroll and purchasing departments • Assisted in the university’s year-end financial audit by assembling the university’s audit books

Master Of Business Administration, Concentration: Finance

Honors and Awards: • T. R. Martin Award for Excellence in Graduate Education Activities: • 2018 ACG Cup (Marquette University Champion.

Bachelor Of Science In Business Administration (Summa Cum Laude), Majors: Accounting, Business Economics, And International Business; Minor: Spanish

Honors and Awards: • Outstanding Student Leadership Award, Marquette University Division of Student Affairs • Grant Thornton Accounting.

Study Abroad Programs

• London, United Kingdom - Participated in a traditional, semester-long study abroad program at the Cass Business School of the City.