Tom Izard Email & Phone Number
Wethersfield Democratic Deputy Treasurer @ Town Of Wethersfield
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Tom Izard Location
- Hartford, CT, US
Tom Izard Work
- Wethersfield Democratic Deputy Treasurer @ (February 2023 - Present)
- Portfolio Manager @ UPS Capital Business Credit (April 2013 - July 2021)
- Underwriting - Credit Risk Assessment @ Asterisk Financial (April 2012 - May 2013)
- Special Liability Group @ (January 2007 - January 2012)
- Vice President @ Olson Mobeck Investment Advisors - Peoples Bank (January 2003 - January 2006)
- Vice President - Wealth Management @ (January 1995 - January 2002)
- Vice Presient - Wealth Management @ (January 1989 - January 1995)
Tom Izard Education
- University of Hartford
MBA (Accounting)
- Trinity College-Hartford
BA (Economics)
Tom Izard Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Litigation
- Banking
- Fixed Annuities
- Insurance
- Retirement Planning
- Valuation
- Loan Origination
- Portfolio Management
- Mortgage Banking
- Financial Modeling
- Business Development
- Relationship Management
- Investments
- Mortgage Lending
- Credit Risk
- Financial Risk
- Process Improvement
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Underwriting
- Life Insurance
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Microsoft Excel
- Credit Risk Assessment
- Credit
- Certified Financial Planner
- Long Term Care
- Environmental Awareness
- Series 7
- Property and Casualty Insurance
- Management
- Credit Analysis
- Private Banking
- Retirement
- Loans
- Commercial Lending
- Employee Benefits
Tom Izard Summary
- Tom Izard, based in Hartford, CT, US, is currently a Wethersfield Democratic Deputy Treasurer at Town Of Wethersfield. Tom Izard brings experience from previous roles at UPS Capital Business Credit, Asterisk Financial, Travelers Insurance and Olson Mobeck Investment Advisors - Peoples Bank. Tom Izard holds a MBA in Accounting @ University of Hartford. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Litigation, Banking and more. Tom Izard has 2 emails and 1 mobile phone numbers on RocketReach.
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