Thomas Barrett, CPA,CFA,CFP

Orange County, California Area United States

Chief Financial Officer

Finance / Banking / Insurance

Chief Financial Officer (CFO) I have 20+ years of success in CFO & Chief Investment Officer roles with a record of establishing accountable finance organizations, creating value through investment portfolio valuation, funding, and performance optimization. My background includes leading accounting, regulatory, tax, portfolio valuation, financial reporting, investor reporting, operations, human resources, and procurement.