President and Board Director @ (March 2025 - Present)
President and Board Director @ (January 2025 - March 2025)
Member @ (June 2024 - Present)
President and Board Director @ (July 2020 - December 2024)
Vice President and Board Director @ (October 2017 - June 2020)
Assistant General Counsel @ (November 2016 - September 2017)
Senior Trust Counsel @ (October 2015 - November 2016)
Trust Counsel @ (January 2013 - October 2015)
Senior Trust Administrator @ (January 2006 - January 2012)
Associate @ (January 2005 - January 2006)
Trusts and Estates Paralegal and Fiduciary Accountant @ (January 2000 - January 2005)
Thomas Monroe Education
American Bankers Association - Graduate Trust School 2007-2008
Suffolk University Law School
Juris Doctor (Law)
2002-2006
Lund University 2003-2003
Bentley University
Bachelor of Science (Accounting Information Systems)
1998-2002
Thomas Monroe Skills
Alternative Investments
Estate Planning
Fiduciary
Income Tax
Charitable Trusts
Estate Tax Planning
Tax Planning
Fiduciary Services
Retirement Planning
Financial Planning
Wealth Management Services
Tax
Stewardship
Investments
Trust Management
Investment Advisory
Asset Allocation
Probate
Wealth Management
Charitable Gift Planning
IRA's
Strategic Financial Planning
High Net Worth Individuals
Charity Governance
Securities
Asset Management
Trusts
Charitable Giving Strategies
Wealth
Personal Finance
Estate Law
Philanthropy
Gift Tax
Investment Management
Trust Services
Thomas Monroe Summary
Thomas Monroe, based in Reno, NV, US, is currently a Entrepreneurs Network Board at YPO. Thomas Monroe brings experience from previous roles at YPO, Blue Sky Trust, LLC and Stealth Mode. Thomas Monroe holds a 2007 - 2008 American Bankers Association - Graduate Trust School. With a robust skill set that includes Alternative Investments, Estate Planning, Fiduciary, Income Tax, Charitable Trusts and more. Thomas Monroe has 4 emails and 3 mobile phone numbers on RocketReach.
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