Tom Ferrara Email & Phone Number
Who is Tom Ferrara? Overview
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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.
Email format at Bessemer Trust
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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.
Tom Ferrara's current company
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Tom Ferrara work experience
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Financial Services Representative
Resident Assistant
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.
Client Advisory Intern
-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.
Front End Associate
- 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.
Front End Associate
- 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
Colleagues at Bessemer Trust
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Sarah Alderfer
Colleague at Bessemer Trust
Philadelphia, Pennsylvania, United States, United States
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DK
Dinyar Kalwachwala
Colleague at Bessemer Trust
New York City Metropolitan Area, United States
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MC
Mariela Carter
Colleague at Bessemer Trust
New York, New York, United States, United States
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CG
Carol Garofola
Colleague at Bessemer Trust
Red Bank, New Jersey, United States, United States
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KW
Karen Wong
Colleague at Bessemer Trust
Jersey City, New Jersey, United States, United States
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AW
Anthony Wile, Cfa
Colleague at Bessemer Trust
New York, New York, United States, United States
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JC
Julia Cervoni
Colleague at Bessemer Trust
Locust Valley, New York, United States, United States
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P1
Paramjeet 11
Colleague at Bessemer Trust
Delhi, India, India
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AK
Alexander Kiefer
Colleague at Bessemer Trust
Miami, Florida, United States, United States
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LA
Lareb Asif
Colleague at Bessemer Trust
Old Bridge Township, New Jersey, United States, United States
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Tom Ferrara education
Bachelor Of Arts - Ba, Finance, General
Education record
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?
You can use AeroLeads to view verified contact signals for Tom Ferrara at Bessemer Trust, including work email, phone, and LinkedIn data when available.
What schools did Tom Ferrara attend?
Tom Ferrara holds Bachelor Of Arts - Ba, Finance, General from Indiana University Bloomington.
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