2003 -2006 Vice President @ Olson Mobeck Investment Advisors - Peoples Bank
1995 -2002 Vice President - Wealth Management @
1989 -1995 Vice Presient - Wealth Management @
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 1 emails and 1 mobile phone numbers on RocketReach.
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