Thomas Barrett is a high-level expert, who works in Four Thirteen on the position of Chief Financial Officer since 2019. This expert has earned professional experience in more than seven positions at various companies. Thomas Barrett went to the University of Virginia and was studying. This expert has such qualifications as Certified Public Accountant (Cpa), Certified Financial Planner (Cfp), and Certified Management Accountant (Cma). Lawton, Michigan is the area, where this professional was known to live. Their phone number and email can be accessed through SoftwareOfficial by request.
Name variants:
Tom Barrett,
Tommy Barrett,
Damerl Barrett
Last updated Jun 21, 2024
Contact Information
Last Update
Jun 22, 2022
Email
tj**@yahoo.com
Location
Lawton, MI
Company
Four Thirteen
Workplace
Chief Financial Officer
Work History
Chief Financial Officer
Single Family Office, Private Equity and Real Estate Investor. Established a Family Office for a new centimillionaire in AZ.
from Apr 2019
Chief Financial Officer For Real Estate Developer
As the CIO for a real estate developer, involved with strategic planning and deal structuring. Managed property acquisition financial modeling & pro forma forecasting. Worked with banks on c...
Sep 2017 — Oct 2018
Chief Financial Officer and Financial Principal
201 north Franklin St SUITE 2570, Tampa, FL 33602
The Liberty Group is broker dealer and Registered Investment Advisor (RIA). The holding company includes PYA (real estate management firm) and Hollander & Hollander (legal firm providing est...
Mar 2016 — Aug 2017
Chief Financial Officer and Chief Investment Officer
17310 Red Hill Ave SUITE 135, Irvine, CA 92614
Joined an entrepreneurial, start-up to help create investment and advising capabilities. Managed
accounting, compliance, taxes, and administration. Worked with clients to offer asset alloc...
2010 — 2013
Wealth Advisor
Recruited by UBS Newport Beach’s highest producer ($650M) to partner with and manage client
portfolios. Created customized stock & bond portfolios based on clients' goals and risk toleranc...
2007 — 2010
Chief Financial Officer and Chief Investment Officer
Sole investment executive providing comprehensive wealth services for 8 families and trusts with $300M in assets. Managed accounting, investment, insurance & compliance functions. Portfolios...
2004 — 2007
Chief Investment Officer
Managed $150M portfolio for a family office invested in hedge funds, private equity and securities -
generating returns that beat market by a cumulative 40% over 3 years. Controlled $800M ...
1998 — 2003
Education
Occupations
Executive
Financial Director
Real Estate Broker
Licensed Real Estate Broker
Investor
Chief Information Officer
Construction
Financial Officer
Financial Manager
Property Manager
Real Estate Manager
Technology Director
Technical Managers
Skills
Alternative Investments
Hedge Funds
Asset Allocation
Private Equity
Portfolio Management
Investments
Due Diligence
Family Office
Risk Management
Investment Strategies
Venture Capital
Real Estate
Wealth Management
Financial Analysis
Accounting
Finance
Asset Management
Financial Modeling
Securities
Management
Forecasting
Budgeting
Investor Relations
Strategic Planning
Project Management
Financial Reporting
Auditing
Leadership
Banking
Cash Flow
Business Process Improvement
Entrepreneurship
Business Planning
Internal Controls
Real Estate Development
Construction
Business Strategy
Mergers and Acquisitions
Microsoft Office
Microsoft Excel
FAQs about Thomas Barrett
What's the profession of Thomas Barrett?
This professional's job is Chief Financial Officer For
What are the main profession of This professional?
These person's professions are Executive and Financial Director
Where does Thomas Barrett currently live?
Thomas currently lives in Lawton, Michigan.
Does Thomas have the email address?
tj**@yahoo.com is The professional's email address.
Where did Thomas Barrett work?
Thomas Barrett worked at Four Thirteen, Boulder Ventures Development.
What education does Thomas Barrett have?
Thomas studied at the University of Virginia.
What are the certifications of Thomas Barrett?
This expert received the following certifications: Certified Public Accountant (Cpa), Certified Financial Planner (Cfp), Certified Management Accountant (Cma), and Thomas J. Barrett, Cfa.
What is the industry that Thomas Barrett worked in?
This person works in Real Estate industry.