Tom Kilfoyle Strategic Risk Manager Email & Phone Number

Strategic Pathways in Managing your Business like an Investment.A systematic approach in managing risk, invesment(s) and certain tax situations in the orderly sale of a small to medium sized business and/or the establishment of a "private pension program".The strategic pathways to facilitate an exit include employee stock ownership plans (ESOPs), restricted stock, stock options, phantom stock, stock appreciation rights, buy-sell agreements, employee stock purchase plans (ESPPs)… Show more Strategic Pathways in Managing your Business like an Investment.A systematic approach in managing risk, invesment(s) and certain tax situations in the orderly sale of a small to medium sized business and/or the establishment of a "private pension program".The strategic pathways to facilitate an exit include employee stock ownership plans (ESOPs), restricted stock, stock options, phantom stock, stock appreciation rights, buy-sell agreements, employee stock purchase plans (ESPPs) and various third party structures. Working with not-for-profits to raise long-term endowment funds through the use of insurance products and a variety of tax structures.Footnote Journal LLC originally focused on reviewing the balance sheet of the nine hundred largest U.S. companies (by market cap) with respect to foreign tax exposure and ERISA programs. Show less

Stamford, Ct

Tom is a proponent of education for clients and frequently conducts personal finance workshops with an emphasis on retirement and estate planning strategies for individuals, business owners and their employees. Tom works closely with professionals, families and business owners to develop financial plans designed to help them meet their particular financial needs. To implement these plans, he uses a combination of financial protection and asset accumulation products such as life insurance… Show more Tom is a proponent of education for clients and frequently conducts personal finance workshops with an emphasis on retirement and estate planning strategies for individuals, business owners and their employees. Tom works closely with professionals, families and business owners to develop financial plans designed to help them meet their particular financial needs. To implement these plans, he uses a combination of financial protection and asset accumulation products such as life insurance, annuities and investments, as well as business, estate and retirement planning strategies. He can help clients set a course towards financial security for themselves, their families and their businesses.Specialties: Works with not-for-profits to raise long-term funds for endowment(s).Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.AGE 98422 (10/14) (exp. 10/16)California Insurance License #0I69156 Show less

Insurance Products as Investment Opportunities with an emphasis on 409a, 412i, TOLI and ESOP structures

Initiated Specialty Finance unit dedicated to originating large-scale loans for real estate (individual and portfolio property acquisitions) and single asset issuers. Led multi-product teams for integrated credit and rate product pitches, derivative programs and financings. Managed risk portfolio as well as issuer and bank relationships.Expanded investments into cross border repos, collateralized debt obligations and life insurance funding agreements as well as the origination… Show more Initiated Specialty Finance unit dedicated to originating large-scale loans for real estate (individual and portfolio property acquisitions) and single asset issuers. Led multi-product teams for integrated credit and rate product pitches, derivative programs and financings. Managed risk portfolio as well as issuer and bank relationships.Expanded investments into cross border repos, collateralized debt obligations and life insurance funding agreements as well as the origination of other asset backed transactions such as monetization of future cash flow structures and leased-in leased-out structures.Developed banking relationships with a broad base of U.S. global insurance and corporate institutions as well as middle market companies with an expanding international focus. Enhanced relationships with a focus on derivative, structured finance and single asset lending opportunities Show less

Bachelor Of Science Finance

Bachelor Of Science, Finance

Activities and Societies: Boulder Rugby Club Sigma Phi Epsilon

Education record

Education record