Tom Loftus
Consultant and Team Lead at PlanPILOT
- Role
- Consultant and Team Lead at Planpilot
- Location
- Arlington Heights, IL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Consultant and Team Lead
Feb 2022 — Present · Chicago, IL, US
Education
Marquette University
Bachelor of Science, Finance and Accounting
2009 — 2013
Skills
- Leadership
- Valuation
- 401k
- Time Management
- 403 B
- Microsoft Office
- Mutual Funds
- Risk Management
- Data Analysis
- Finance
- Microsoft Word
- Accounting
- Microsoft Excel
- Powerpoint
- Investments
- Financial Analysis
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