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Tom Crotty Location
California, United States
Tom Crotty Work
2021 -now Family Office Practice Leader @
2020 -2021 Consulting CFO and COO @ Crotty Consulting
2018 -2020 Managing Director, CFO Services @ Cresset Capital
2013 -2018 Managing Director, Family Office Advisory @
2011 -2013 President @ Montgomery Professional Services
2009 -2011 Shareholder @
2004 -2011 Senior Managing Director @
2002 -2004 Partner @
1999 -2004 Chief Operating Officer and Chief Financial Officer @
1995 -1999 Management Consultant @ Executive Coach and Mentor
1987 -1995 Executive Vice President @ Medallion Mortgage Company
1983 -1986 Controller @ Carl N. Swenson Company, Inc
1977 -1983 Senior Audit Manager @
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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