CFA, CPA

Thomas Brock

Thomas is a well-rounded financial professional, with over 20 years of experience in investments, corporate finance, and accounting. His investment experience includes oversight of a $4 billion portfolio for an insurance group. Varied finance and accounting work includes credit analyses, the development of multiyear financial forecasts, and the evaluation of capital budgeting proposals and investment opportunities. Beyond the corporate setting, he’s assisted individuals and businesses of all sizes with accounting, financial planning, and investing matters; lent his financial expertise to a few well-known websites; and tutored students via a few virtual forums.

Thomas Brock, CFA, CPA, is a well-rounded financial professional with over 20 years of experience in investments, corporate finance and accounting, and personal and business financial consulting.

His investment experience includes oversight of a $4 billion portfolio for an insurance group. Varied finance and accounting work includes credit analyses, the development of multiyear financial forecasts and the evaluation of capital budgeting proposals and investment opportunities.

Earlier in his career, Thomas managed various accounting and financial planning functions and led a number of transformational initiatives, including a general ledger conversion, a financial reporting system implementation, the establishment of a centralized procurement office and the execution of due diligence reviews and integrations for several multi-million-dollar merger and acquisition deals.

Beyond the corporate setting, he’s assisted individuals and businesses of all sizes with accounting, budgeting, financial planning and investing matters. He’s also lent his financial expertise to a few well-known websites and tutored students via a few virtual forums.

Thomas holds a Master of Business Administration from Franklin University and a Bachelor of Science in business administration from Bowling Green State University. He is a chartered financial analyst charterholder and a certified public accountant.