Professional Journey
Tom’s career spans over 30 years, marked by strategic leadership roles and transformative contributions across multiple industries including Banking, Real Estate, Family Offices, Broker-Dealers, and Alternative Investments. Mr. Barrett’s career has been defined by his mastery of financial modeling, risk management, strategic planning, and operational efficiency. His leadership has consistently driven growth, ensured compliance, and fostered innovation in the organizations he has served. He is particularly adept at building strong relationships with stakeholders.
Key Roles and Achievements
- Fractional CFO: As a fractional CFO for numerous clients, Thomas provided invaluable guidance in managing accounting and financial operations, streamlining processes, and ensuring compliance on international levels. His leadership extended across venture capital, real estate, and emerging cryptocurrency markets.
- CFO at Sunstone Trust Company: From 2020 to 2023, Thomas oversaw accounting and finance operations for a new trust and fintech company. He prepared board reports, ensured regulatory compliance, and played a crucial role in capital-raising efforts.
- CFO at Boulder Ventures Development: At Boulder Ventures, Thomas excelled in financial forecasting and equity funding initiatives. He attracted $14 million in equity capital for key projects and developed fund documents for a $50 million real estate investment fund.
- CFO / Financial Operations Principal: Thomas managed comprehensive financial operations for Liberty Group and Alpha Strategies, getting clean audit opinions, establishing new systems and optimizing daily processes.
- CEO of Investment Division: Promoted from CFO to CEO at Arnel & Affiliates, Thomas managed $1 billion in liquid assets, investing in hedge funds, private equity, and venture capital.
Education and Certifications
