Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Tom Kilfoyle Strategic Risk Manager is listed as Strategic Pathways in Managing your Business like an Investment. at Footnote Journal LLC, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Tom Kilfoyle Strategic Risk Manager.
Tom Kilfoyle Strategic Risk Manager previously worked as Owner & Principal at Footnote Journal Llc and Financial Consultant at Axa Advisors. Tom Kilfoyle Strategic Risk Manager holds Bachelor Of Science Finance from University Of Colorado At Boulder.
Financial professional with an in-depth skill set combining strong risk analysis and resolution, for small to medium size businesses, families and individuals. We pursue a systematic approach in the evaluation and management of risk and investments in order to generate liquidity, wealth and sustainable tax exempt free cash flow.Patient listening, the construction of a risk profile and prioritizing goals and opportunities define the strategy. Specialties:Structuring of risk;Portfolio risk management;Risk-based capital analysis;Strategic planning;Risk assessment and mitigation; andDue Diligence
Listed skills include Portfolio Management, Strategic Planning, Enterprise Risk Management, Exit Strategies, and 10 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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).
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.
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.
Activities and Societies: Boulder Rugby Club Sigma Phi Epsilon
Quick answers generated from the profile data available on this page.
Tom Kilfoyle Strategic Risk Manager works for Footnote Journal LLC.
Tom Kilfoyle Strategic Risk Manager is listed as Strategic Pathways in Managing your Business like an Investment. at Footnote Journal LLC.
Tom Kilfoyle Strategic Risk Manager is based in New York City Metropolitan Area, United States, United States while working with Footnote Journal LLC.
Tom Kilfoyle Strategic Risk Manager has worked for Footnote Journal Llc, Axa Advisors, Principal Financial Group, National Australia Bank, and Norton Simmon Inc..
You can use AeroLeads to view verified contact signals for Tom Kilfoyle Strategic Risk Manager at Footnote Journal LLC, including work email, phone, and LinkedIn data when available.
Tom Kilfoyle Strategic Risk Manager holds Bachelor Of Science Finance from University Of Colorado At Boulder.
Tom Kilfoyle Strategic Risk Manager is listed with skills including Portfolio Management, Strategic Planning, Enterprise Risk Management, Exit Strategies, Succession Planning, Toli, Esop, and Life Insurance.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts