Primary Mahoney

As a Financial Representative, his mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.

He works with clients to identify their personal, professional, and financial goals to create a complete financial plan that focuses on solutions to help make these goals a reality. Over his 25+ year career, Tom has served in multiple leadership roles to scale, strengthen and stabilize U.S. and global businesses and built the operational infrastructure and capabilities for four broker-dealer firms Previous experience includes serving as the Chief Operating Officer for Scotiabank’s U.S. Corporate and Investment Banking operations and over 15 years at BNP Paribas, where he served as the Program Manager for the Intermediate Holding Company, Deputy Head and COO of Global Equities and Commodity Derivatives in the Americas, President and COO of the Prime Brokerage business and Securities Corp., and CEO of the Bank’s Brokerage Services. Tom also served as COO for FinTech company TradingScreen Inc., and COO for Macquarie Capital USA Graduated with an Accounting and Finance degree from Temple University and holds multiple professional licenses as a leader in the financial services industry