Tom Wilson Email & Phone Number
EVP - Corporate Development @ Middlefield Bank
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Tom Wilson Location
- Columbus, OH, US
Tom Wilson Work
- EVP - Corporate Development @ (December 2022 - Present)
- EVP and COO @ Liberty National Bank (February 2020 - Present)
- Director - Investment Banking @ (March 2015 - January 2020)
- Senior Vice President - Wealth Advisor @ (July 2013 - December 2014)
- Senior Relationship Manager @ (July 2011 - July 2013)
- Business Development Director @ Financial Performance Partners (August 2009 - July 2011)
- Vice President - Corporate Finance @ (May 2000 - March 2009)
- Portfolio Manager @ Banc One Investment Advisors (January 1999 - May 2000)
- Portfolio Manager @ Huntington National Bank (January 1995 - January 1997)
Tom Wilson Education
- The Ohio State University - The Max M. Fisher College of Business
BSBA (Finance)
1986-1991 - Wadsworth Senior High School 1982-1986
Tom Wilson Skills
- Due Diligence
- Mergers & Acquisitions
- Portfolio Management
- Acquisition Integration
- Finance
- Business Process Improvement
- Investment Banking
- Management Consulting
- Corporate Finance
- Investments
- Strategic Consulting
- Asset Management
- Financial Modeling
- Business Development
- Private Equity
- Investment Management
- FINRA
- Business Optimization
- FINRA Series 7 & 66
- Financial Analysis
- Financial Services
- Banking
- Capital Markets
- Equities
- Securities
- Wealth Management
- Fixed Income
- Executive Management
- Mergers and Acquisitions
- Budgeting
- Valuation
- Mutual Funds
- Finra Series 7 and 66
- Management
- Cash Flow
- IPO
- Strategic Planning
- Financial Institutions
- Business Analysis
- Risk Management
- Strategy
- Forecasting
- Sales
- Trading
- Financial Risk
- Leadership
- Alternative Investments
- Accounting
- Asset Allocation
- Capital Raising
- Financial Reporting
- Fairness Opinions
- Chartered Financial Analyst
Tom Wilson Summary
- Tom Wilson, based in Columbus, OH, US, is currently a EVP - Corporate Development at The Middlefield Banking Company. Tom Wilson brings experience from previous roles at Liberty National Bank, Hovde Group, Key Private Bank and PNC Wealth Management. Tom Wilson holds a 1986 - 1991 BSBA in Finance @ The Ohio State University - The Max M. Fisher College of Business. With a robust skill set that includes Due Diligence, Mergers & Acquisitions, Portfolio Management, Acquisition Integration, Finance and more. Tom Wilson has 2 emails on RocketReach.
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