President and Board Director @ (March 2025 - Present)
President and Board Director @ (January 2025 - March 2025)
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
2002-2006
Lund University 2003-2003
Bentley University
Bachelor of Science
1998-2002
Thomas Monroe Skills
Alternative Investments
Asset Allocation
Asset Management
Charitable Gift Planning
Charitable Giving Strategies
Charitable Trusts
Charity Governance
Estate Law
Estate Planning
Estate Tax Planning
Fiduciary Services
Financial Planning
Gift Tax
High Net Worth Individuals
IRA's
Income Tax
Investment Advisory
Investment Management
Investments
Personal Finance
Philanthropy
Probate
Retirement Planning
Securities
Stewardship
Strategic Financial Planning
Tax
Trust Management
Trust Services
Trusts
Wealth
Wealth Management
Wealth Management Services
Fiduciary
Tax Planning
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, Stealth Mode and Laurel Trust Company. Thomas Monroe holds a 2007 - 2008 American Bankers Association - Graduate Trust School. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Charitable Gift Planning, Charitable Giving Strategies and more. Thomas Monroe has 4 emails and 3 mobile phone numbers on RocketReach.
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