Tom McCloskey Email & Phone Number
Vice President, Relationship Management - Global Fund Services @ U.S. Bank
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Tom McCloskey Location
- Boston, MA, US
Tom McCloskey Work
- Vice President, Relationship Management - Global Fund Services @ (September 2019 - Present)
- Vice President - Relationship Management @ (April 2016 - September 2019)
- Assistant Vice President - Relationship Management @ (November 2008 - March 2016)
- Officer - Relationship Management, Investment Manager Services @ (August 2007 - October 2008)
- Client Manager @ (April 2006 - August 2007)
- Recruitment Consultant @ (August 2005 - October 2006)
- Supervisor - Hedge Fund Accounting @ (January 2005 - August 2005)
- Senior Fund Accountant @ (May 2003 - January 2005)
- Mutual Fund Custody Accountant @ (March 2002 - May 2003)
Tom McCloskey Education
- Ulster University
Bachelor of Arts (Hons) (Accounting)
1996-1999 - Ulster University
Master of Science (Finance and Investment)
2001
Tom McCloskey Skills
- Account Management
- Alternative Investments
- Business Analysis
- Business Development
- Business Meetings
- Business Relationship Management
- Client Relationship Building
- Communication
- Cross Selling
- Customer Relationship Management (CRM)
- Derivatives
- English
- Equities
- Finance
- Financial Analysis
- Financial Services
- Fixed Income
- Fund Accounting
- Hedge Funds
- Maintaining Strong Client Relationships
- Management
- Middle Office
- Mutual Funds
- Negotiation
- New Business Development
- Outsourcing
- Persuasion
- Pipelines
- Presentation Skills
- Project Management
- Salesforce.com
- Securities
- Strategy
- Teamwork
- Fund Of Funds
- Client Service
- Relation Management
- Customer Relationship Management Crm
- Maintaining Strong
- Client Relationship
- Customer Relationship Management
Tom McCloskey Summary
- Tom McCloskey, based in Boston, MA, US, is currently a Vice President, Relationship Management - Global Fund Services at U.S. Bank. Tom McCloskey brings experience from previous roles at State Street and Investors Bank & Trust. Tom McCloskey holds a 1996 - 1999 Bachelor of Arts (Hons) in Accounting @ Ulster University. With a robust skill set that includes Account Management, Alternative Investments, Business Analysis, Business Development, Business Meetings and more. Tom McCloskey has 3 emails and 1 mobile phone numbers on RocketReach.
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