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 small 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 planning functions and led several 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 small businesses with accounting, budgeting, financial planning and investing matters. He’s also lent his financial expertise to various organizations and tutored students via virtual forums.
Thomas holds a Master of Business Administration from Franklin University and a bachelor’s degree in business administration from Bowling Green State University. He is a chartered financial analyst charterholder and a certified public accountant.
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