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Tom Roback Location
Catonsville, MD, US
Tom Roback Work
2004 -now Managing Director @
2004 -now Managing Director @
Tom Roback Education
University of Baltimore - MBA
MBA (Management)
1991-1994
William & Mary
Bachelor of Business Administration (B.B.A.) (Accounting)
1987-1990
William & Mary – Raymond A. Mason School of Business
(Accounting)
1986-1990
The Episcopal High School 1982-1986
Tom Roback Skills
ESOP
Cash Flow Forecasting
Benefit Plan Administration
401k
QKA
CEP
Retirement
Business Valuation
Retirement Plan Consulting
Employee Benefits
Pensions
ERISA
Executive Pay
Mergers & Acquisitions
Retirement Planning
Accounting
Due Diligence
Financial Analysis
Exit Strategies
Tax
LBO
M&A experience
CPA
Mutual Funds
Series 7
Defined Benefit
Financial Modeling
Financial Advisory
Strategic Financial Planning
Corporate Finance
Small Business
Profit Sharing
Investment Advisory
Estate Planning
Financial Planning
Employee Stock Ownership Plan (ESOP)
401(k) Retirement Savings Plans
401k Retirement Savings Plans
Mergers and Acquisitions
JavaScript
Strategic Planning
New Business Development
Business Development
Employee Stock Ownership Plan Esop
Employee Stock Ownership Plan
401 Retirement Savings Plans
Tom Roback Summary
Tom Roback, based in Catonsville, MD, US, is currently a Managing Director at Blue Ridge ESOP Associates. Tom Roback brings experience from previous roles at Blue Ridge ESOP Associates. Tom Roback holds a 1991 - 1994 MBA in Management @ University of Baltimore - MBA. With a robust skill set that includes ESOP, Cash Flow Forecasting, Benefit Plan Administration, 401k, QKA and more. Tom Roback has 2 emails on RocketReach.
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