Tom Desroches

Experience

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  Skyhawks Sports Academy

  Sept 2013 - now

  Youth Sports Director

  Creating and organizing youth sports programs on Long Island.Hiring Coaches and Staff!

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  Broadridge Financial Solutions

  Oct 2014 - Feb 2015

  Temporary Client Project Administrator

  • Reconciled clients shareholder database• Set-up and summarized reports based on updated information • Performed macro’s and specified functions using Microsoft Excel

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  Gemini Fund Services

  Feb 2015 - Feb 2017

  Fund Administrator

  • Prepared and maintained budgets for each assigned fund according to fluctuations of fees/expenses due to asset changes; makes adjustments as needed to budget.• Prepared financial statements of securities held for each fund, including NQ reports, NSAR reports, NCSR reports, and 24f-2 reports, on a quarterly, semi-annual and annual basis for distribution to advisors and SEC.• Analyzed, researched, and ensured appropriate reconciliations surrounding investment activity /data, i.e. bank accounts, expenses, income, gains, withholding, etc., are completed accurately and timely; ensures all financial reporting/information to clients/investors is reviewed and validated for accuracy prior to dissemination. Show less

• 

  AXA Advisors, LLC

  Feb 2017 - Aug 2017

  Financial Advisor

  • Consulted meetings to examine my clients current situations and financial needs• Educated on a wide variety of financial subjects to help clients make informed decisions• Developed strategies designed to meet short-, medium- and long-term goals• Implemented strategies through financial products and services

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  Prudential Financial

  Aug 2017 - Apr 2020

  Financial Advisor

  • Complete fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develop customized ideas and solutions for each client• Specialize in helping clients meet their protection needs through a variety of insurance products

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  Self-employed

  Apr 2020 - now

  Financial Advisor

  I educate and help clients through the following sections of financial planning:* Retirement Planning* Wealth Preservation* Estate & Business Preservation* Estate & Succession Planning* Business Planning & Solutions* Disability Insurance* Life Insurance* Home & Auto Insurance* Commercial Insurance* Medical Malpractice* Errors & Omissions Insurance* Long Term Care* Medicare Supplement* Health Insurance