Finimpact
Thomas J. Brock, CFA, CPA

Thomas J. Brock

Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)

Thomas is a well-rounded financial professional, with over 20 years of experience in investments, corporate finance, and accounting. He currently oversees the investment operation for a $4 billion super-regional insurance carrier, maintaining a dynamic investment policy designed to preserve capital, enhance profitability, and support growth.

Currently working as: Financial Consultant

Resides in: Columbus, Ohio

Education: MBA from Franklin University and BSBA from Bowling Green State University

Expertise: Accounting, Corporate Finance, Debt, Economics, Financial Planning, General Business, Insurance, Life Insurance

Certifications : Certified Chartered Financial Analyst (CFA) and a Certified Public Accountant (CPA)

Experience

Thomas is a well-rounded financial professional, with over 20 years of experience in investments, corporate finance, and accounting. He currently oversees the investment operation for a $4 billion super-regional insurance carrier, maintaining a dynamic investment policy designed to preserve capital, enhance profitability, and support growth. Under the purview of the investment committee, he facilitates a continual assessment of risk and effects alignment between investment and operational objectives. This entails managing relationships with external advisors and money managers, formulating strategic and tactical asset allocation recommendations, and ensuring compliance with investment laws/regulations.

Thomas also serves the corporate finance function in a versatile capacity, providing financial management expertise and analytic support to the broader organization. His varied contributions include credit analyses, the development of multiyear financial forecasts, and the evaluation of capital budgeting proposals and investment opportunities. Thomas also sits on the organization’s enterprise risk management and incentive compensation committees, lending his unique perspective to the strategic decision-making process.

Earlier in his career, Thomas managed various accounting and planning functions and led a number of transformational initiatives, including a general ledger conversion, a financial reporting system implementation, the establishment of a centralized procurement office, and the execution of due diligence reviews and integrations for mergers and acquisitions. He also developed models to evaluate key business transactions and endeavors, including a $30 million commercial real estate project, the spin-off of a $55 million book of business, and a $100 million annuities reinsurance deal.

Thomas was also mentioned on: Investopedia, The Balance, Annuity.org

Connect With Thomas on Social Media: LinkedIn

Summary

  • Well-rounded financial professional, with over 20 years of experience in investments, corporate finance, and accounting
  • Investment experience includes oversight of a $4 billion portfolio for an insurance group
  • Assists individuals with financial planning and investing matters, lends his financial expertise to various organizations

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