Tom Ferrara
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Tom Ferrara Email & Phone Number

Associate Client Advisor at Bessemer Trust
Location: Washington, District Of Columbia, United States 6 work roles 2 schools
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Current company
Role
Associate Client Advisor
Location
Washington, District Of Columbia, United States
Company size

Who is Tom Ferrara? Overview

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Quick answer

Tom Ferrara is listed as Associate Client Advisor at Bessemer Trust, a company with 1000 employees, based in Washington, District Of Columbia, United States. AeroLeads shows a matched LinkedIn profile for Tom Ferrara.

Tom Ferrara previously worked as Financial Services Representative at Charles Schwab and Resident Assistant at Indiana University Residential Programs And Services. Tom Ferrara holds Bachelor Of Arts - Ba, Finance, General from Indiana University Bloomington.

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Email format at Bessemer Trust

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Bessemer Trust

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Profile bio

About Tom Ferrara

I am currently a senior studying finance at the Kelley School of Business at Indiana University. I take great pride in my adaptability and problem-solving skills. Both of these qualities can be seen in my current and past positions as a resident assistant and a client advisory intern. In addition to my academics at IU, I am involved in the financial services club and residential programs and services. My experience as a client advisory intern has allowed me to further develop my interest and passion for financial services and private wealth management.

Current workplace

Tom Ferrara's current company

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Bessemer Trust
Bessemer Trust
Associate Client Advisor
new york, new york, united states
Website
Employees
1000
AeroLeads page
6 roles

Tom Ferrara work experience

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Associate Client Advisor

Current

Washington, District Of Columbia, United States

Oct 2024 - Present

Financial Services Representative

Indianapolis, Indiana, United States

Jun 2024 - Sep 2024

Resident Assistant

Bloomington, Indiana, United States

Indiana University Bloomington Residential Programs and Services (RPS) strives to create a welcoming community through community-building activities, community meetings, and 1 on 1 conversations with residents. The ultimate goal of RPS is to create a safe and happy environment for IU students, IU families, and the IU community.- Organized and facilitated.

Aug 2021 - Jun 2024

Client Advisory Intern

Miami, Florida, United States

-Supported client advisory team responsible for providing approximately 50 client families with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services. -Oversaw the preparation of client meeting materials. -Trust and account administration i.e., checking daily reports and initializing internal.

Jun 2023 - Aug 2023

Front End Associate

Avon, Ohio, United States

- Frequently worked as a cashier, main duties included processing transactions, answering customer inquiries, and handling various customer service issues throughout the store- Maintained a positive relationship with staff and owners to be welcomed back during school breaks- Successfully communicated with customers and staff resulting in a safe, welcoming.

May 2020 - Jan 2021

Front End Associate

Bay Village, Ohio, United States

- Frequently worked as a cashier handling cash, debit, credit, and check transactions- Communicated with customers regarding customer service issues around the store- Worked with a team to keep the front end of the store running smoothly

Jan 2019 - Aug 2019
Team & coworkers

Colleagues at Bessemer Trust

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2 education records

Tom Ferrara education

Education record

Activities and Societies: Bay High Key Club, Soccer, Baseball, National Honors Society

FAQ

Frequently asked questions about Tom Ferrara

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

What company does Tom Ferrara work for?

Tom Ferrara works for Bessemer Trust.

What is Tom Ferrara's role at Bessemer Trust?

Tom Ferrara is listed as Associate Client Advisor at Bessemer Trust.

Where is Tom Ferrara based?

Tom Ferrara is based in Washington, District Of Columbia, United States while working with Bessemer Trust.

What companies has Tom Ferrara worked for?

Tom Ferrara has worked for Bessemer Trust, Charles Schwab, Indiana University Residential Programs And Services, Petitti Garden Centers, and Heinen'S Grocery Store.

Who are Tom Ferrara's colleagues at Bessemer Trust?

Tom Ferrara's colleagues at Bessemer Trust include Sarah Alderfer, Dinyar Kalwachwala, Mariela Carter, Carol Garofola, and Karen Wong.

How can I contact Tom Ferrara?

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What schools did Tom Ferrara attend?

Tom Ferrara holds Bachelor Of Arts - Ba, Finance, General from Indiana University Bloomington.

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