Tom Ramsey Email & Phone Number

Chicago, IL, US

Lake Forest, Illinois, US

Executing controller functions for this private equity roll-up acquirer of local HVAC firms.

Denver, CO, US

• Perform corporate finance functions and investor relations. This consumer end-user service structures new business-to-business relationships for re-distribution of our services by our sponsoring partner entities to.
• Business Management: responsible for independent agent contracting (legal), human resources, vendor management, IT services, AP/AR functions, investor reporting, sales financing.
• Corporate Finance: Budgeting, forecasting, cash management, acquisition positioning.www.LibertyID.com"Fully Managed Identity Theft Restoration"

Chicago, Illinois, US

Use Oracle’s Hyperion (HFM and Smartview), Adenza software solutions, etc., to access corporate general ledger system for complex database analysis and spreadsheet modeling in order to generate reports (re)filings for bank Controller department.

New York, NY, US

• Sold enhanced operational due diligence of investment managers. Executed custodian benchmarking and selection. Advised on large asset transitions. Managed client assignments and mentored junior colleagues.
• Consultant to Investment Clients: Advised sponsors of large public pension plans, endowments, foundations, family offices, corporate defined benefit and defined contribution retirement plans, and wealth platforms..
• Business Development: Targeted CIOs/CFOs for new external clients exceeding $500+ million in assets. Conducted sales campaigns, diversifying client base beyond plan sponsors. Secured more than $2 million in annual.

• Founder and leader of the management firm for this pair of private investment funds. Solicited and qualified prospective investors for membership in the equity limited liability company. Researched, traded, and.
• Management of “Long-Short” Equity Fund: Pursued a relative-value price-arbitrage strategy via hedged positions. Identified candidate “pairs trades” (~10 at a time) before executing buys and associated short sales of.
• Management of Fixed-Income Fund: Purchased large holdings (~$10 million per position) of newly issued bonds and other corporate debt, hedged with U.S. Treasuries or European bonds.

• Directed this 501(c)(3) land trust organization dedicated to preserving open space in a growing tourist area. Executed all business and mission functions in consultation with the Board president. Directed staff.
• Executive Leader: Devised and presented proposals to the Board for enhanced environmental advocacy, protection actions, Board expansion/renewal, and volunteer coordination.
• Advocacy: Shaped public opinion concerning community land-use patterns through presentations and advertising. Directed informed “smart growth” patterns away from farmlands and open space.
• Conservation Easements: Solicited donations of land, protective easements, and financial resources. Structured restrictive deed covenants on lands to be protected to ensure conscientious land stewardship in perpetuity..

New York, NY, US

• Registered representative of diversified financial institution. Counseled high-net-worth investors and businesses. Solicited new clients through prospecting and networking. Advised clients on investment of after-tax.
• Individuals/Families: Interviewed clients and formulated long-term investment strategies using a risk-based system. Implemented managed-money investment strategies using the “separate account” approach. Utilized money.
• Businesses: Arranged debt solutions for small- to medium-sized businesses, such as lines of credit, term loans, revolving loans, and asset-based lending. Implemented 401(k) tax-deferred savings plans.
• Certifications: Completed formal two-year broker training program. Attained Series 7 and Series 66.

• Simultaneously invested funds and developed affordable housing projects for this real estate tax credit syndicator and sponsor of investor limited partnerships. Interacted with all 60 institutional investors for annual.
• Acquisitions: Structured new investments with the projects’ general partners. Closed ~10 multimillion-dollar investments and worked with the team to invest $40 million in equity and $80 million in total resources.
• Development: Led the team that converted two large deteriorated buildings into affordable housing. Developed an abandoned high school into 28 apartments for senior citizens and a rental apartment building into 45.
• Investments: Researched and reported on issues related to fund performance and investor returns.
• Portfolio Management: Designed and produced financial analyses of actual income and expenses versus budget for investment deals in workout status. Structured and negotiated mortgage modifications to deliver improved.

Collaborated with company treasurer on advanced corporate planning and financial strategy at this developer of a custom software application for the inventory-control industry. Designed budget models for $30 million in annual software licensing fees and consulting services. Researched alternatives for retirement plan vendors and implemented an improved.

Mba, Financial Management And Statistics

M.Sc., Accounting & Finance

Bba, Business Administration

Diploma