Tom is responsible for product development for First Choice Strategies, LLC. (“First Choice”). In addition, he heads up the financing effort for various individual and group premium finance transactions.
Prior to joining First Choice, Tom was an Investment Banker for approximately 20 years and has successfully executed structured transactions with an aggregate fair market value in excess of $14 billion.
Most recently, Tom was a Managing Director at Merrill Lynch and was responsible for developing, marketing, and executing proprietary structured transactions for Merrill Lynch and its clients. While at Merrill Lynch, he developed various insurance related products including premium finance and life settlements. His clients at Merrill Lynch included corporate entities, financial institutions and high net worth individuals.
Prior to working at Merrill Lynch, Tom worked at Bankers Trust Company, Citibank, N.A. and Arthur Andersen.
Tom received his M.B.A. in Finance/International Business from New York University, Leonard N. Stern School for Business and received his B.S. in Accounting from the State University of New York at Albany. Outside of work, he loves to watch movies and spend his time with his girlfriend.