Personal Retirement Consultant
CurrentFormer Banking Professional who can provide advice to others on the benefits of retiring before age 60.
Aug 2017 - Present
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Tom Educate Email & Phone Number
Personal Retirement Consultant
at
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1 work email found
@rbs.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
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Role
Personal Retirement Consultant
Location
Greater Chicago Area, United States, United States
Who is Tom Educate? Overview
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Quick answer
Tom Educate is listed as Personal Retirement Consultant based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at rbs.com and a matched LinkedIn profile for Tom Educate.
Tom Educate previously worked as Managing Director at Mufg - Investment Banking Division, Americas and Head of Structured Portfolio Management at Royal Bank Of Scotland. Tom Educate holds Master Of Business Administration (Mba), Finance, General from Depaul University.
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{first}.{last}@rbs.com
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Profile bio
About Tom Educate
Former banking professional who can provide advice to others on the benefits of retiring before age 60.
Listed skills include Structured Finance, Portfolio Management, Credit Analysis, Banking, and 4 others.
Current workplace
Tom Educate's current company
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8 roles
Tom Educate work experience
A career timeline built from the work history available for this profile.
Managing Director
Mufg - Investment Banking Division, Americas
A highly motivated, hard working, financial professional with over 20 years experience in new business development, risk evaluation, and deal negotiation. Significant knowledge executing complex capital markets transactions, managing client accounts, and restructuring distressed programs.
Sep 2015 - Jul 2017
Head Of Structured Portfolio Management
The head of portfolio management for the Bank's US structured finance group, encompassing the asset securitization, asset based lending, and supply chain finance portfolios. Ensure the timely and accurate monitoring of the portfolio and immediate identification of negative developments. Accountable for the training, development, management, and review of.
Jan 2009 - Sep 2015
Origination And Structuring Team Leader
Originator and structuring manager responsible for the overall acceptability of securitization transactions from a multitude of asset classes. Focused primarily on the corporate and middle market sectors, managing everything from deal structuring and client negotiations, to document review and collateral monitoring. Also assisted risk management in the new.
Feb 1996 - Dec 2008
Credit Underwriter
First National Bank Of Chicago
Credit underwriter for securitization transactions associated with middle market and fortune 1000 corporate clients. Administered a portfolio consisting of 12-15 client relationships. Also the audit manager for the securitization group, responsible for the management and performance of on-site reviews related the analysis of assets available for.
May 1990 - Jan 1996
Commercial Loan Officer
Mellon Financial Services Corp.
Responsible for the administration of an asset based lending porfolio of small mid-cap firms, consisting of 6-8 client relationships. Monitored changes in loan collateral value, and performed analysis of financial statements and related information.
Apr 1988 - Apr 1990
Field Examiner
Security Pacific Business Credit, Inc.
Performed on-site reviews consisting of verification and valuation of collateral, as well as determining the quality of client records. Also assisted in the liquidation of a Chapter 7 bankruptcy filing.
Mar 1984 - Mar 1988
Accountant
Fay Conmy And Company
Performed complete audit function for diversified client base of small mid-cap firms, including corporate tax returns.
Jul 1982 - Feb 1984
2 education records
Tom Educate education
Master Of Business Administration (Mba), Finance, General
Bachelor Of Business Administration (Bba), Accounting
FAQ
Frequently asked questions about Tom Educate
Quick answers generated from the profile data available on this page.
What is Tom Educate's role at their current company?
Tom Educate is listed as Personal Retirement Consultant.
What is Tom Educate's email address?
AeroLeads has found 1 work email signal at @rbs.com for Tom Educate.
Where is Tom Educate based?
Tom Educate is based in Greater Chicago Area, United States, United States.
What companies has Tom Educate worked for?
Tom Educate has worked for Mufg - Investment Banking Division, Americas, Royal Bank Of Scotland, First National Bank Of Chicago, Mellon Financial Services Corp., and Security Pacific Business Credit, Inc..
How can I contact Tom Educate?
You can use AeroLeads to view verified contact signals for Tom Educate, including work email, phone, and LinkedIn data when available.
What schools did Tom Educate attend?
Tom Educate holds Master Of Business Administration (Mba), Finance, General from Depaul University.
What skills is Tom Educate known for?
Tom Educate is listed with skills including Structured Finance, Portfolio Management, Credit Analysis, Banking, Asset Based Lending, Analysis, Capital Markets, and Corporate Finance.
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