Tom Merrill, Cfa
AeroLeads people directory · profile

Tom Merrill, Cfa Email & Phone Number

Director - Private CFO at PINE Advisor Solutions
Location: Westminster, Colorado, United States 7 work roles 3 schools
1 work email found @pineadvisorsolutions.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email t****@pineadvisorsolutions.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
PINE Advisor Solutions
Role
Director - Private CFO
Location
Westminster, Colorado, United States
Company size
7 employees

Who is Tom Merrill, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Tom Merrill, Cfa is listed as Director - Private CFO at PINE Advisor Solutions, a company with 7 employees, based in Westminster, Colorado, United States. AeroLeads shows a work email signal at pineadvisorsolutions.com and a matched LinkedIn profile for Tom Merrill, Cfa.

Tom Merrill, Cfa previously worked as Associate Director - Private CFO at Pine Advisor Solutions and Senior Associate at Tpg Global. Tom Merrill, Cfa holds Master'S Degree, Computer Science from University Of Pennsylvania.

Company email context

Email format at PINE Advisor Solutions

This section adds company-level context without repeating Tom Merrill, Cfa's masked contact details.

{first}@pineadvisorsolutions.com
89% confidence

AeroLeads found 1 current-domain work email signal for Tom Merrill, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Tom Merrill, Cfa

Resilience, industriousness, continued growth and ongoing development. These are the qualities that distinguish me as a high-potential financial services leader, with a proven background of value-added administration and back-office management. I've been working in the financial services and investment sector for the past six years, and though it's been a fast-paced experience, full of successful challenges and stellar outcomes, I'm just as motivated and driven as I was when I started.My continued advancement showcases my commitment to growth, investment in learning and laser focus in enhancing companies and client services from the inside out. In addition to blocking and tackling daily needs, I am extra-motivated to go above and beyond for the sake of the business and the invaluable relationships we nurture. Details of my professional journey follow. If you embrace challenges like I do, or are looking to connect with a fellow high performer, do not hesitate to send me a connection request.

Listed skills include Marketing, Management, Microsoft Office, Entrepreneurship, and 33 others.

Current workplace

Tom Merrill, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

PINE Advisor Solutions
Pine Advisor Solutions
Director - Private CFO
denver, colorado, united states
Website
pineadvisorsolutions.com
Employees
7
AeroLeads page
Company profile
View company profile Email format
7 roles

Tom Merrill, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Associate

Tpg Global

Dallas/Fort Worth Area

May 2018 - Mar 2020

Supervisor, Altnerative Investments

Alps, A Dst Company

Greater Denver Area

Oversee client relations for Denver-area administration team, accountable for and serving 60+ domestic and international hedge funds and private equity firms, with $3B in assets under administration. Manage and train direct reports, including Fund Administrators, executing review of monthly and annual financial statements and compliance documents. Confirm.

Sep 2015 - Jan 2018

Senior Alternative Investments Fund Administrator

Alps, A Dst Company

Greater Denver Area

Provided partnership accounting and audit support to various hedge funds, including offshore funds, domestic funds, fund of funds, master feeders and registered investment companies. Prepared and reviewed annual pro forma, GAAP financials, cash flow statements, monthly P&L and expenses, and financial and legal language regarding third-party and partnership.

Jun 2014 - Oct 2015

Fund Administrator

Alps, A Dst Company

Denver, CO

Designated liaison between company and hedge fund managers, responding to incoming requests. Completed accounts payable (A/P) and accounts receivable (A/R) functions. Conducted reconciliations, carried out wire transfers, and participated in mid-year and year-end audits. Enhanced client service, heightened efficiency and improved accuracy by optimizing.

Mar 2013 - Jun 2014

Office Manager

Foundations Counseling, Llc

Performed accounts payable (A/P), accounts receivable (A/R) and payroll functions. Reconciled accounts and completed financial analysis. Managed customer service, contributed to special projects and conducted general operational duties. Supervised two team members – administrative assistant and intern. Established company HR standards and.

Mar 2011 - Mar 2013
Team & coworkers

Colleagues at PINE Advisor Solutions

Other employees you can reach at pineadvisorsolutions.com. View company contacts for 7 employees →

AJ Ashley Jacobs Ashley Jacobs Colleague at Pine Advisor SolutionsDenver, Colorado, United States, United States View → BL Beth Lett Beth Lett Colleague at Pine Advisor SolutionsParker, Colorado, United States, United States View → TW Thomas Wallace Thomas Wallace Colleague at Pine Advisor SolutionsDenver Metropolitan Area, United States View → MV Morgan Valentish Morgan Valentish Colleague at Pine Advisor SolutionsUnited States, United States View → JM Jessica Martin Jessica Martin Colleague at Pine Advisor SolutionsDenver Metropolitan Area, United States View → JF Jessica Fournier, Msl, Cscp Jessica Fournier, Msl, Cscp Colleague at Pine Advisor SolutionsDenver, Colorado, United States, United States View → MM Morgan Mckay Morgan Mckay Colleague at Pine Advisor SolutionsUnited States, United States View → AD Alexander Dimopoulos Alexander Dimopoulos Colleague at Pine Advisor SolutionsDenver, Colorado, United States, United States View → AB Alex Bennett Alex Bennett Colleague at Pine Advisor SolutionsDenver, Colorado, United States, United States View → MF Mark Fairbanks Mark Fairbanks Colleague at Pine Advisor SolutionsPortland, Maine, United States, United States View →
3 education records

Tom Merrill, Cfa education

Bachelor Of Arts (B.A.), Economics

University Of Denver
FAQ

Frequently asked questions about Tom Merrill, Cfa

Quick answers generated from the profile data available on this page.

What company does Tom Merrill, Cfa work for?

Tom Merrill, Cfa works for PINE Advisor Solutions.

What is Tom Merrill, Cfa's role at PINE Advisor Solutions?

Tom Merrill, Cfa is listed as Director - Private CFO at PINE Advisor Solutions.

What is Tom Merrill, Cfa's email address?

AeroLeads has found 1 work email signal at @pineadvisorsolutions.com for Tom Merrill, Cfa at PINE Advisor Solutions.

Where is Tom Merrill, Cfa based?

Tom Merrill, Cfa is based in Westminster, Colorado, United States while working with PINE Advisor Solutions.

What companies has Tom Merrill, Cfa worked for?

Tom Merrill, Cfa has worked for Pine Advisor Solutions, Tpg Global, Alps, A Dst Company, and Foundations Counseling, Llc.

Who are Tom Merrill, Cfa's colleagues at PINE Advisor Solutions?

Tom Merrill, Cfa's colleagues at PINE Advisor Solutions include Ashley Jacobs, Beth Lett, Thomas Wallace, Morgan Valentish, and Jessica Martin.

How can I contact Tom Merrill, Cfa?

You can use AeroLeads to view verified contact signals for Tom Merrill, Cfa at PINE Advisor Solutions, including work email, phone, and LinkedIn data when available.

What schools did Tom Merrill, Cfa attend?

Tom Merrill, Cfa holds Master'S Degree, Computer Science from University Of Pennsylvania.

What skills is Tom Merrill, Cfa known for?

Tom Merrill, Cfa is listed with skills including Marketing, Management, Microsoft Office, Entrepreneurship, Accounting, Investments, Customer Service, and Small Business.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.