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

Henderson, NV, US

US

Irvine, California, US

Salt Lake City, UT, US

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.

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.

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.

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.

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.

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.

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.

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.

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.