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Tom Crotty Location
California, United States
Tom Crotty Work
Family Office Practice Leader @ (April 2021 - Present)
Consulting CFO and COO @ Crotty Consulting (April 2020 - April 2021)
Managing Director, CFO Services @ Cresset Capital (August 2018 - March 2020)
Managing Director, Family Office Advisory @ (June 2013 - August 2018)
President @ Montgomery Professional Services (November 2011 - June 2013)
Shareholder @ (January 2009 - January 2011)
Senior Managing Director @ (January 2004 - January 2011)
Partner @ (January 2002 - January 2004)
Chief Operating Officer and Chief Financial Officer @ (January 1999 - January 2004)
Management Consultant @ Executive Coach and Mentor (January 1995 - January 1999)
Executive Vice President @ Medallion Mortgage Company (January 1987 - January 1995)
Controller @ Carl N. Swenson Company, Inc (January 1983 - January 1986)
Senior Audit Manager @ (January 1977 - January 1983)
Tom Crotty Education
UCLA Anderson School of Management
MBA (Finance & Accounting)
1975-1977
Santa Clara University
BSC (Finance)
1971-1975
Tom Crotty Skills
Finance
Financial Analysis
Marketing
Community Outreach
Public Speaking
Due Diligence
Accounting
Start Ups
Microsoft Excel
Strategic Planning
Mergers and Acquisitions
Mental Health
Financial Reporting
Program Development
Microsoft Office
Management
Executive Management
Tom Crotty Summary
Tom Crotty, based in California, United States, is currently a Family Office Practice Leader at Sensiba LLP. Tom Crotty brings experience from previous roles at Crotty Consulting, Cresset Capital, Ascent Private Capital Management and Montgomery Professional Services. Tom Crotty holds a 1975 - 1977 MBA in Finance & Accounting @ UCLA Anderson School of Management. With a robust skill set that includes Finance, Financial Analysis, Marketing, Community Outreach, Public Speaking and more. Tom Crotty has 3 emails and 1 mobile phone numbers on RocketReach.
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