Tom SheehyCFA · CAIA · CPWA®

Private Wealth Advisor

• Holistic wealth advisory; asset management, trust and estate planning, custom lending
• Develop, cultivate and grow HNW/UHNW financial relationships

Senior Associate, Bank Loans

• Supported settlement processing of bank loan trades via legal documentation, timely funding of trade proceeds, and adherence to LSTA/LMA standards
• Coordinated with portfolio managers, administrative agents, legal counsel, custodians, and brokers to resolve trade discrepancies

Senior Business Consultant, Enterprise Group

• Managed and grew revenue on an elite team serving Zillow's most valuable, highest-growth clients
• Coached brokerage teams on sales strategy, market expansion, and lead conversion through in-market presentations and leadership strategy sessions
• Promoted the Zillow brand at industry conferences and events

Executive Vice President, GSE/Gov't/SSA Debt

• Coordinated, executed, and advised on GSE, US Government, and SSA debt transactions
• Developed major North American, European, and Asian client relationships through commentary on liquidity flows, pricing direction, and macro-economic conditions
• Drove $10MM increase in annual desk revenue by expanding asset class coverage and integrating portfolio hedging
• Drove expansion of USD rates products in London, Tokyo, and Hong Kong