Tom McCloskey

Vice President, Relationship Management - Global Fund Services at U.S. Bank

Role
Vice President, Relationship Management - Global Fund Services at U.S. Bank
Location
Boston, MA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Tom McCloskey

Financial services professional with a history of expanding and retaining relationships with global asset managers and institutional clients. Focus on customer satisfaction and business development, cross selling new products and services. Experience supporting clients with a wide variety of investment strategies and products through a range of services including back and middle office outsourcing.

Experience

  1. Vice President, Relationship Management - Global Fund Services

    U.S. Bank

    Sep 2019 — Present · Boston, MA, US

Education

  • Ulster University

    Master of Science, Finance and Investment

    2001

  • Ulster University

    Bachelor of Arts (Hons), Accounting

    1996 — 1999

Skills

  • Hedge Funds
  • Securities
  • New Business Development
  • Derivatives
  • Middle Office
  • Relation Management
  • Maintaining Strong Client Relationships
  • Client Relationship Building
  • Mutual Funds
  • Alternative Investments
  • Equities
  • Cross Selling
  • Financial Services
  • Fund Accounting
  • Project Management
  • Fund of Funds
  • Fixed Income
  • Client Service

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Tom McCloskey — Vice President, Relationship Management - Global Fund Services at U.S. Bank in Boston, MA, US | Unifers