Thomas (Tom) Brock
Tom is a seasoned financial executive with over 20 years of experience across investments, corporate finance, and accounting. He has overseen a $4 billion investment portfolio, provided financial leadership across affiliated insurers and subsidiaries, and guided businesses of all sizes through complex financial planning, forecasting, and reporting initiatives. His expertise spans GAAP and SAP reporting, capital budgeting, credit analysis, internal controls, and M&A due diligence and integration. Tom is known for delivering strategic insight, strengthening financial systems, and optimizing performance through data-driven analysis and rigorous compliance. With deep industry experience in consulting, insurance, and financial services—and fluency in tools like SAP, Clearwater Analytics, Tableau, and QuickBooks—he brings a rare combination of technical knowledge and executive-level advisory to every engagement.
- Master of Business Administration – Franklin University
- Bachelor’s in Business Administration –
Bowling Green State University
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)