Thomas Barrett, Cpa (Inactive), Cfa, Cfp

Thomas Barrett, Cpa (Inactive), Cfa, Cfp Email and Phone Number

Chief Financial Officer @ Digital Wallet US
Henderson, NV, US
Thomas Barrett, Cpa (Inactive), Cfa, Cfp's Location
Henderson, Nevada, United States, United States
Thomas Barrett, Cpa (Inactive), Cfa, Cfp's Contact Details

Thomas Barrett, Cpa (Inactive), Cfa, Cfp work email

Thomas Barrett, Cpa (Inactive), Cfa, Cfp personal email

About Thomas Barrett, Cpa (Inactive), Cfa, Cfp

Chief Financial Officer with excellent experience leading accounting, finance, reporting, analysis, taxes, investments, budgeting, investor relations and human resources for a wide variety of companies.

Thomas Barrett, Cpa (Inactive), Cfa, Cfp's Current Company Details
Digital Wallet US

Digital Wallet Us

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Chief Financial Officer
Henderson, NV, US
Thomas Barrett, Cpa (Inactive), Cfa, Cfp Work Experience Details
  • Digital Wallet Us
    Chief Financial Officer
    Digital Wallet Us
    Henderson, Nv, Us
  • Seraph Group
    Chief Financial Officer (Venture Capital)
    Seraph Group Jul 2023 - Present
    Us
    View
  • Trustcard
    Chief Financial Officer (Financial Services)
    Trustcard May 2022 - Present
    Irvine, California, Us
    View
  • Preferred Cfo
    Chief Financial Officer (Fractional Cfo)
    Preferred Cfo Sep 2023 - Present
    Salt Lake City, Ut, Us
    View
  • Sunstone Trust Company
    Chief Financial Officer (Banking)
    Sunstone Trust Company Dec 2021 - Jul 2023
    Irvine, California, Us
    Sunstone Trust was the first trust company licensed by California in decades and was held to the high standard of CA's rigorous regulatory structure. Its core business was trust services, wealth management and fund administration. Unfortunately, the company was unable to raise capital needed to sustain operations as AUM stalled at $100M, partly due to industry-wide deposit issues.
    View
  • Cfo Projects: Macco Pacific, Ezpz Accounting, Coin Genius, Broker-Dealers
    Chief Financial Officer (Consulting)
    Cfo Projects: Macco Pacific, Ezpz Accounting, Coin Genius, Broker-Dealers Dec 2018 - Nov 2021
    Chief Financial Officer for start-ups in Financial Services, Family Offices and Cryptocurrency (see Projects). Used my extensive experience as CFO for multiple firms in multiple industries, my knowledge of accounting, finance, and strategy to efficiently steam-line operations and help businesses grow and succeed.
  • Boulder Ventures Development, Inc.
    Chief Financial Officer (Re Developer)
    Boulder Ventures Development, Inc. Sep 2017 - Nov 2018
    Salt Lake City, Utah, Us
    BVD is a Real Estate Developer with a primary focus on mixed-use multi-family projects and townhouses. Responsible for financial modeling, project forecasts, community development agreements, and banking. Led equity funding – finding investors and structuring deals.
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  • Liberty Group Llc
    Chief Financial Officer (Broker/Dealer)
    Liberty Group Llc 2015 - 2017
    Oakland, California, Us
    Managed accounting functions for Financial Services firm (brokerage, insurance, real estate and legal) with 40 employees and $1 billion AUM. Responsible for general ledger, billings, payments, representative payouts, compliance, operational analysis & process improvement.
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  • Alpha Strategies Investment Group
    Chief Financial Officer (Start-Up/Finl. Services)
    Alpha Strategies Investment Group 2010 - 2015
    Irvine, Ca, Us
    Joined start-up creating alternative investment capabilities, while managing financial operations including strategy, accounting, taxes, budgeting, and compliance. Created hedge fund for an investment bank's trading operations. Played major role in capital raising for hedge funds and private equity funds.
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  • Ubs Financial
    Wealth Advisor (Global Broker/Dealer)
    Ubs Financial 2007 - 2010
    Zurich, Ch
    Recruited by Newport Beach’s highest producer ($650M AUM) to manage investment portfolios. Interfaced with clients generating tailored Wealth Management strategies based on product research and assessments of client needs and risk tolerance. The team consistently grew its book even through the 2008 financial crisis.
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  • Cymric Family Office (Now Genspring)
    Chief Financial Officer (Multi-Family Office)
    Cymric Family Office (Now Genspring) 2004 - 2007
    The sole investment executive providing comprehensive wealth services for a Multi-Family Office ($800M) - managing the accounting, investments, insurance, and compliance. Assessed investment opportunities based on market, economic, and fund research. Generated quarterly, comprehensive financial summaries for families.
  • Arnel (Argyros Family Office)
    Chief Investment Officer (Re/Family Office)
    Arnel (Argyros Family Office) 1998 - 2003
    Promoted to Chief Financial Officer to lead Investment Division for George Argyros (Real Estate billionaire and Ambassador to Spain) with $1 billion in liquid assets. Managed $150M portfolio invested in hedge funds, private equity, venture capital and securities. Co-managed $70M fund of funds portfolio with 50 HNW outside investors.
  • Payden & Rygel
    Chief Financial Officer (Bond Manager)
    Payden & Rygel 1995 - 1998
    Los Angeles, Ca, Us
    L.A. institutional bond manager with $40B under management. Promoted from Controller to CFO to manage Firm’s 20 mutual funds. Standardized financial operations by creating the firm’s financial and regulatory reports, building the accounting team, and processing payroll.
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Thomas Barrett, Cpa (Inactive), Cfa, Cfp Skills

Alternative Investments Hedge Funds Asset Allocation Private Equity Portfolio Management Investments Due Diligence Family Office Risk Management Investment Strategies Venture Capital Real Estate Wealth Management Financial Analysis Accounting Finance Asset Management Financial Modeling Securities Management Forecasting Budgeting Investor Relations Strategic Planning Project Management Financial Reporting Auditing Leadership Banking Cash Flow Business Process Improvement Entrepreneurship Business Planning Internal Controls Real Estate Development Construction Business Strategy Mergers And Acquisitions Microsoft Office Microsoft Excel

Thomas Barrett, Cpa (Inactive), Cfa, Cfp Education Details

  • University Of Virginia
    University Of Virginia
    Accounting

Frequently Asked Questions about Thomas Barrett, Cpa (Inactive), Cfa, Cfp

What company does Thomas Barrett, Cpa (Inactive), Cfa, Cfp work for?

Thomas Barrett, Cpa (Inactive), Cfa, Cfp works for Digital Wallet Us

What is Thomas Barrett, Cpa (Inactive), Cfa, Cfp's role at the current company?

Thomas Barrett, Cpa (Inactive), Cfa, Cfp's current role is Chief Financial Officer.

What is Thomas Barrett, Cpa (Inactive), Cfa, Cfp's email address?

Thomas Barrett, Cpa (Inactive), Cfa, Cfp's email address is th****@****ail.com

What schools did Thomas Barrett, Cpa (Inactive), Cfa, Cfp attend?

Thomas Barrett, Cpa (Inactive), Cfa, Cfp attended University Of Virginia.

What are some of Thomas Barrett, Cpa (Inactive), Cfa, Cfp's interests?

Thomas Barrett, Cpa (Inactive), Cfa, Cfp has interest in Exercise, Home Improvement, Reading, Shooting, Gourmet Cooking, Sports, Food, Home Decoration, Health, Cooking.

What skills is Thomas Barrett, Cpa (Inactive), Cfa, Cfp known for?

Thomas Barrett, Cpa (Inactive), Cfa, Cfp has skills like Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Portfolio Management, Investments, Due Diligence, Family Office, Risk Management, Investment Strategies, Venture Capital, Real Estate.

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