Thomas Zorich

Thomas Zorich

Co-Founder/COO

Followers of Thomas Zorich449 followers
location of Thomas ZorichNew York City Metropolitan Area

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  • Timeline

  • About me

    Financial Advisor; Chief Financial Officer; Investor

  • Education

    • California State Polytechnic University-Pomona

      1980 - 1985
      B.S.M.E. Mechanical Engineering

      Activities and Societies: Intercollegiate Basketball; A.S.M.E.; S.P.E. Minor - Electrical Engineering, Ocean Engineering (emphasis Petroleum Engineering); Dean's List distinction; Society of Petroleum Engineer's Scholarship winner for academic excellence

  • Experience

    • Ho-Ho-Kus, Inc.

      Jun 1991 - May 1993
      Co-Founder/COO

      Aerospace fastener manufacturer. Responsible for operations, created QA framework and achieved ISO 9000 approval to make ground support equipment for General Electric Aerospace. Led business development effort, secured approvals to manufacture flight hardware for aerospace O.E.M.s including Boeing and McDonnell Douglas Corp., among others.

    • Self Directed

      Aug 1996 - Dec 2006
      Trader

      S&P 500 & U.S. Treasury Bond futures trading. Developed trading strategies that utilize inter-market relationships, daily and weekly price activity and seasonality elements, among others, creating a proprietary, conditional, rules based trading system with a consistently high winning percentage.

    • Independent Consultant

      Aug 1996 - Aug 2000
      Financial Consultant

      Debt finance, hard asset lending, equipment leasing, loan syndication.

    • Newforth Partners LLC

      Aug 2002 - Jan 2012
      Director

      Technology-focused boutique investment bank. M&A advisory, capital raising and strategic advisory. Acquired by Woodside Capital Partners.

    • Sawtooth Capital LLC

      Sept 2009 - now
      Founder/Managing General Partner

      Registered Investment Advisor. General Partner for Sawtooth Futures Fund I LP. Financial advisory services to SMBs including full and fractional CFO advisory; private and public equity investing; futures trading.

    • Scura Partners

      Jan 2012 - Oct 2013
      Partner

      Boutique Manhattan investment bank. Mergers & Acquisitions advisory, capital raising, strategic advisory. Technology enabled business models.

    • Academy Securities

      Jan 2013 - Jun 2013
      Managing Director

      Assisted with getting the first Disabled Veteran Broker Dealer FINRA registered and ready to participate in capital markets and investment banking disciplines. Co-registered with both Scura Partners and Academy.

    • Civil Solutions Incorporated

      Oct 2013 - Mar 2018
      Chief Financial Officer

      Nationwide provider of infrastructure and civil construction services to the wireless industry. Customers included Ericsson, T-Mobile, Black & Veatch, and Mobilitie, among others. Acquired in 2018.

    • Guardian Bike Company

      Sept 2016 - now
      Investor, Advisor, CFO

      Financial Advisor, early-stage investor and CFO for Guardian Bikes, a privately held bicycle manufacturer. Guardian has developed SureStop, the proprietary single lever brake system that delivers an unparalleled level of safety to the bicycle industry. Our bikes are proudly made in the USA.

    • Knowledge as a Service, Inc

      Oct 2019 - Jun 2021
      Chief Financial Officer

      Founding CFO of KaaS, an enterprise software company that has commercialized a cloud-based, gamified micro-learning solution. The Company's software facilitates engagement and delivers significantly improved retention for users via its patented engagement engine and proprietary ASK methodology.

    • Assured Capital Partners LLC

      Oct 2024 - now
      Co-Founder
  • Licenses & Certifications

    • Series 7, 63, 24, 79, 65

      FINRA
  • Volunteer Experience

    • Basketball Coach

      Issued by Mahwah Recreation League, Mahwah NJ on Nov 2004
      Mahwah Recreation League, Mahwah NJAssociated with Thomas Zorich
    • Assistant Coach

      Issued by Ramsey High School, Ramsey NJ on Oct 1998
      Ramsey High School, Ramsey NJAssociated with Thomas Zorich