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Tom O'shea, Cfa
Certified financial analyst with expertise in financial modeling and investments.
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Location
Greater Chicago Area, US
Skills
- Financial Modeling
- Microsoft Excel
- Powerpoint
- Investments
- Analysis
- Show all
Bio
Generated by
Topline AI
Tom O'Shea is a certified financial analyst with expertise in financial modeling, investments, and data analysis. He has a strong background in financial markets and is skilled in Microsoft Office tools. With certifications from the CFA Institute and FINRA, he provides customer-centric financial solutions.
Credentials
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Series 63
FINRANov, 2023- Apr, 2026 -
Series 7
FINRANov, 2023- Apr, 2026 -
Financial Data Professional
FDP Institute (by CAIA)May, 2020- Apr, 2026 -
Chartered Financial Analyst (CFA)
CFA Institute
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Industry Focus. “Financial Services”
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References
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