Thomas Dodd, Cfa, Caia, Fsa Email & Phone Number

Proactive financial executive and board leader with unique vantage point forged from extensive tenure in institutional investing, actuarial consulting, corporate transactions, and risk management. Leverage progressive history in finance, including pivotal roles as investment advisor, trader and actuary, demonstrating rare blend of expertise tailored for unique and challenging situations. Demonstrate business and financial acumen fused with track record of fostering client trust and orchestrating organizational turnarounds. Prime asset for boards requiring visionary leadership and strategic oversight.Business Transformation: Guided Pavilion’s evolution from a business with $500M in assets under advisement (AUA) to become an industry leader with $245B in AUA. Guided Pavilion from being founder-led to employee-owned. Mergers & Acquisitions: Led the acquisition of Stratford Advisory Group by Clark Consulting in 2005 and the subsequent acquisition by Pavilion in 2012. Innovation: Developed a novel application of asset-liability management for not-for-profit healthcare systems.Culture Definition: Created a team-centric culture at Pavilion, which reduced employee attrition, scaled client retention, and improved client and employee engagement. Investment Advisory: Crafted resilient investment strategies for investors across market cycles, leveraging risk-based asset allocation tied with liability structure, implementing tactical opportunities within a strategic framework, and maintaining focus on long-term investment objectives over short-term distractions.Business Development: Defined market opportunities and client acquisition strategies, achieving a new business closure rate of 50%. Knowledgeable and trusted advisor who brings experience, energy and innovation to complex financial problems. Has broad field of vision that sees nuances and brings order to complex and ambiguous problems.If you would like to get in touch with Tom, please contact him via email: tomhdodd@gmail.com.SKILLSBoard & Stakeholder EngagementInvestment Strategy & Oversight Strategic Planning & ImplementationRisk Management & Mitigation Client Acquisition & Retention Asset & Liability Management Organizational Turnarounds New Business Development Mergers & Acquisitions Financial Statement Analysis and EvaluationAsset Allocation Team LeadershipEmployee BenefitsFiduciary

Listed skills include Asset Management, Alternative Investments, Asset Allocation, Hedge Funds, and 46 others.