Thomas Bevere

Background

About Thomas Bevere

I’m a passionate financial professional with a wide range of experience including retirement plan services, portfolio management, account management, tax reporting, trust services & team management. In every interaction, I strive to provide white glove service through my meticulous approach. Getting into the details is truly my specialty. I enjoy taking complex situations and creating streamlined processes optimized for success. My ambition for financial knowledge has led to many successes throughout my career. I’ve streamlined various bank-wide processes during my tenure, built and grown teams from the ground up, and my position as a leader has allowed me to mentor other colleagues to help them achieve their own career goals. Close colleagues and friends who know me best often describe me as a calm, down to earth leader who can find a solution during complicated situations. I believe my approach has been continuously refined throughout the years by both my professional and personal experiences. Growing up hiking and snowboarding, I learned at an early age to take in the world around me, focus on my surroundings and pay attention to the littlest detail. Specialties: Portfolio Management / Banking / Wealth Management / Portfolio Analytics / Operations Management / Risk Management / Fraud Investigations / Microsoft Office Suite / Salesforce / Leadership / Job Coaching / Trust Services / ACAT / Tax Reporting / IRA / Investment Portfolios / Data & Analytics / Team Management