Tom Gardiner
- Role
- Special Assets Manager at BMO Wealth Management - U.S.
- Location
- Naperville, IL, US
- LinkedIn followers
- 500 followers
About Tom Gardiner
Private Banking professional with special assets, oil and gas and real estate tax…
Experience
Special Assets Manager
Dec 2008 — Present · Chicago, IL, US
Manage private equity and hedge fund price performance database for private bank– Facilitate private market subscriptions, distributions, capital calls and withdrawals– Facilitate fee payment for institutional SMA managers– Perform valuation for hard-to-value assets including small banks, manufacturers, real estate and mineral holding companies and private equity fundso Determine appropriate valuation method for asset class utilizing industry comparables, income or net asset value approacheso Prepare financials, apply discounts for lack of marketability and control, and attend investor meetings when appropriate– Manage outsourcing contract arrangement for all mineral interests held in Trust– Provide fiduciary oversight for mineral accounts– Process and track mineral transactions and provide consultation for mineral sale prospects– Facilitate receipt and distribution of mineral and closely held interests– Perform annual reviews for oil and gas, and closely held interests– Assist in mineral title curative efforts, research, document preparation and reporting– Regularly review and revise departmental procedures– Identify and mitigate current and emerging risks
Education
Elgin Community College
Associates, Communication, General
1993 — 1995
Keller Graduate School of Management of DeVry University
MBA, International Business
2005 — 2008
H. D. Jacobs High School
Diploma
1986 — 1990
Columbia College Chicago
Bachelor's, Sound for Pictures
1995 — 1997
Skills
- Investments
- Sql
- Strategy
- Wealth Management
- Access
- Oil&Gas
- Portfolio Management
- Loans
- Word
- Financial Services
- Css
- Analysis
- Credit
- Sei Trust 3000
- Finance
- Contract Management
- Customer Service
- Banking
- Risk Management
- Management
- Document Imaging
- Document Management
- Documentation
- Asset Management
- Real Estate
- Microsoft Word
- Xml
- Excel
- Real Estate Tax Management
- Trust Services
- Financial Analysis
- Private Banking
- Process Improvement
- Software Documentation
- Html
- Powerpoint
- Microsoft Excel
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