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
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.