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Bio

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I am Tom O'Gorman, a seasoned finance professional based in Augusta, GA. With over 20 years of experience in investments, management, and financial analysis, I currently serve as a Partner/Advisor at AP Wealth Management. My career has spanned various roles, including Investment Advisor at Equus Management LLC and Vice President at C.O. Investment LLC, where I honed my skills in financial reporting and wealth management. I hold an M.B.A. in Finance and International Business from New York University and a B.A. in Economics from Fairfield University. Fluent in English, I am passionate about leveraging my expertise to drive financial success for my clients.

Credentials

  • Series 65
    -

Experience

    • Partner/Advisor
      • Aug 2016 - Present
      • Augusta, GA
  • Equus Management LLC
    • Augusta, Georgia Area
    • Investment Advisor
      • Jan 2012 - Aug 2016
      • Augusta, Georgia Area
  • C.O. Investment LLC
    • Augusta, Georgia Area
    • Vice President
      • Jan 2001 - May 2012
      • Augusta, Georgia Area
  • Crider Inc.
    • Augusta, Georgia Area
    • Vice President Finance and Administration
      • May 1999 - Jan 2001
      • Augusta, Georgia Area
    • Controller
      • 1989 - 1999
      • Chicago, IL

      Other positions held at this company:Director of Financial Planning and Analysis 1995 - 1996Manager of Planning and Analysis 1991 - 1995Senior Financial Analyst 1989 - 1991

  • Altria
    • New York, New York
    • Senior Planning Analyst
      • 1986 - 1989
      • New York, New York
    • Financial Analyst
      • 1986 - 1986
      • Greenwich, CT.

      Worked one year in the manufacturing facility in Patterson, NJ. Worked one year in the headquarters in Greenwich, CT.

Education

  • 1990 - 1991
    New York University - Leonard N. Stern School of Business
  • 1981 - 1984
    Fairfield University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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