Tom Gates, Cfa Email & Phone Number

Wilmington, Delaware, United States

- Oversees the Americas East Reporting Oversight and Distribution Services Team. - Partners across Blackrock to understand client needs and provide reporting solutions and distribution services in support multiple business lines.

Greater Chicago Area

• Supported daily valuation process by providing oversight on vital tasks of pricing and verifying daily movements of Equities, Fixed Income, and Derivative securities. Lead monthly reporting obligations to valuation.
• Spearhead initiatives to improve review processes of Fixed Income and Derivatives securities incorporating macro economic trends into analysis along with a deep understanding of the valuation techniques of complex.
• Manage internal relationships with cross department projects and external relationships with Pricing Vendors
• Created an Excel based comparable company model to value Private Equity securities. The process included identifying similar companies and using their Price Multiples with the subject companies financials. Price.

Indianapolis, Indiana Area

• Engaged existing and prospective clients in the areas of Investment Management, Wealth Planning, Trust and Estate Planning, Private Banking services, and customized Retirement Plans for clients utilizing Monte Carlo.
• Spearheaded initiative to facilitate communication between PNC’s Wealth Management division and other lines of business including commercial, corporate, and retail operations
• Completed an intensive nine-month development program, taking part in five different month-long rotations as well as trainings with Training the Street, Omega Credit Training, ABA Trust School, and PNC Sales & Product.

Oaks, PA

• Managed 25 clients’ mutual fund trades including purchases, sales, redemptions, and exchanges on a variety of platforms
• Communicated with internal / external clients while working with mutual funds to facilitate trades and resolve issues

Greater Philadelphia Area

• Created new financial presentations for existing clients, integrating investment portfolios and retirement plans
• Updated clients’ investment portfolios, retirement plans, and financial records for presentation and review
• Honed client-planner relationship skills while working with clients and senior advisors in meetings and on conference calls
• Placed 25 cold calls per hour seeking meetings for senior financial advisors

Ardmore, PA

• Researched small businesses in the Philadelphia area that were applying for loans
• Performed in-depth financial and credit analysis, client and management due diligence, and strategic overviews using the Porter’s 5-Forces framework while reviewing personal financial statements alongside personal and.
• Completed SBA Loan Applications, projected Financial Statements, Profit and Loss Statements, Personal Background and Financial Statements, and Ownership and Affiliations Statements for several SBA 7(a) loans which were.

Greater Philadelphia Area

• Processed client service requests in order to match with and arrange underwriting of appropriate insurance policies
• Analyzed credit information while working side by side with members of underwriting division

Greater Philadelphia Area

• Partnered with the Equity Research Team in providing best-in-class investment ideas to local clients
• Improved efficiency in client communication by creating an Excel-based tracking system and presentations in PowerPoint

Columbia Maryland

Bachelor Of Science (Bs), Finance, General

• Dean’s List, Saint Joseph’s Athletic Honor Roll, and Atlantic 10 Honor Roll • Relevant Coursework: Capital Budgeting, Investments.

Education record

Activities and Societies: National Honor Society