Thomas Barrett Location
- Henderson, NV, US
Thomas Barrett Work
- 2023 - now Chief Financial Officer @ Digital Wallet US
- 2025 - now Senior Trust Officer @ Purpose Fintech
- 2019 - now Fractional Chief Financial Officer @ Certified Fintech Services
- 2021 - 2023 Chief Financial Officer (Banking) @
- 2017 - 2018 Chief Financial Officer (RE Developer) @
- 2015 - 2017 Chief Financial Officer (Broker and Dealer) @
- 2010 - 2015 Chief Financial Officer (Start-up and Finl. Services) @
- 2007 - 2010 Wealth Advisor (Global Broker and Dealer) @
- 2004 - 2007 Chief Financial Officer (Multi-Family Office) @ Cymric Family Office (now GenSpring)
- 1998 - 2003 Chief Investment Officer (RE and Family Office) @ Arnel (Argyros Family Office)
- 1995 - 1998 Chief Financial Officer (Bond Manager) @
Thomas Barrett Education
- University of Virginia
Bachelor of Science (Accounting)
Thomas Barrett Skills
- Business Development
- Microsoft Excel
- Certified Financial Planner
- Certified Public Accounting
- Board of Directors
- Alternative Investments
- Portfolio Management
- Investments
- Financial Analysis
- Private Equity
- Due Diligence
- Accounting
- Corporate Finance
- Risk Management
- Budgeting
- Investor Relations
- Banking
- Cash Flow
- Business Process Improvement
- Strategic Planning
- Project Management
- Financial Reporting
- Asset Management
- Wealth Management
- Financial Modeling
- Venture Capital
- Real Estate
- Internal Controls
- Mergers & Acquisitions
- Start-ups
- Generally Accepted Accounting Principles (GAAP)
- Financial Planning
- Human Resources (HR)
- Insurance
- Financial Statements
- Microsoft Office
- QuickBooks
- Leadership
- Negotiation
- Creative Problem Solving
- Supervisory Skills
- Executive Management
- Family Office
- Tax Planning
- Policies & Procedures
- Capital Raising
- Financial Statement Analysis
- Regulatory Compliance
- Auditing
- Valuation
- Forecasting
- Finance
- Asset Allocation
- Equities
- Mutual Funds
- Investment Strategies
- Management
- Funding
- Hedge Funds
- Business Planning
- Entrepreneurship
- Construction
- Business Strategy
- Mergers and Acquisitions
- Real Estate Development
- Securities
Thomas Barrett Summary
- Thomas Barrett, based in Henderson, NV, US, is currently a Chief Financial Officer at Digital Wallet US. Thomas Barrett brings experience from previous roles at Purpose Fintech, Certified Fintech Services, Sunstone Trust Company and Boulder Ventures Development, Inc.. Thomas Barrett holds a Bachelor of Science in Accounting @ University of Virginia. With a robust skill set that includes Business Development, Microsoft Excel, Certified Financial Planner, Certified Public Accounting, Board of Directors and more. Thomas Barrett has 2 emails and 1 mobile phone numbers on RocketReach.
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