Tom Windsor
- Role
- Managing Director - Investments, Private Wealth Financial Advisor at Wells Fargo Advisors
- Location
- Orange County, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tom Windsor
I have over 20 years of financial services experience in roles such as Private Equity…
Experience
Managing Director - Investments, Private Wealth Financial Advisor
Mar 2025 — Present · Irvine, CA, US
Skills
- Building Relationships
- Mortgage Lending
- Finance
- Business Development
- Commercial Banking
- Asset Based Lending
- Financial Analysis
- Credit
- Portfolio Management
- Wealth Management
- Factoring
- Mergers & Acquisitions
- Investment Banking
- Mergers
- Investments
- Loans
- Treasury Management
- Management
- Due Diligence
- Cash Management
- Insurance
- Real Estate Financing
- Private Equity
- Commercial Lending
- Capital Raising
- Foreign Exchange
- Working Capital Management
- Financial Modeling
- Banking
- Financial Structuring
- Credit Analysis
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