Should you retire in New York? It ranks as the second-worst state for retirees, here’s why
New York’s lack of affordability pushed the state to 49th in Bankrate’s rankings.
5 min read
Oct 07, 2024
Thomas Brock, CFA, CPA
Expert Reviewer
EXPERTISE
- Business finance
- Corporate consolidations
- Business investment policy and strategy
- Modeling and forecasting
- Mergers and acquisitions
EDUCATION
- Bachelor of Science in business administration from Bowling Green State University
- Master of Business Administration from Franklin University
Thomas Brock, CFA, CPA, is an accomplished financial professional with over 20 years of experience in investments, corporate finance, accounting and financial consulting.
His investment experience includes oversight of a $4 billion portfolio for an insurance group. Varied finance work includes the development of multiyear financial forecasts and KPI dashboards, credit analyses and the evaluation of capital budgeting proposals.
Earlier in his career, Thomas managed various accounting and financial planning functions and led many transformational initiatives, including a general ledger conversion, a financial reporting system implementation, the establishment of a centralized procurement office and the execution of due diligence reviews and integrations for several multi-million-dollar merger and acquisition deals.
In a consulting capacity, he has assisted individuals and businesses of all sizes with accounting, budgeting, financial planning and investing matters. He has also lent his financial expertise to a several well-known websites and tutored students via a few virtual forums.
Thomas holds a Master of Business Administration from Franklin University and a Bachelor of Science in business administration from Bowling Green State University. He is a chartered financial analyst charterholder and a certified public accountant.
Thomas's latest articles
-
-
Real estate commissions in Ohio: What to expect
A breakdown of real estate agent commissions in Ohio.
4 min read Oct 04, 2024 -
District judge blocks student loan forgiveness one day after restraining order lifted
Millions of student loan borrowers had about 24 hours to celebrate the expiration of a temporary restraining order on student loan forgiveness before another temporary block was put in place. On October [...]
2 min read Oct 04, 2024 -
What is a dead cat bounce in investing?
Here’s what a dead cat bounce is and what this concept tells investors.
3 min read Oct 03, 2024 -
Fundamental analysis: What it is and how to use it in investing
Investors use fundamental analysis to see whether a stock is overvalued or undervalued.
5 min read Sep 30, 2024 -
Health savings account pros and cons
Setting aside pretax dollars in an HSA can help you defray future medical costs.
3 min read Sep 30, 2024 -
What is a bank bailout?
A look at what a bank bailout is with some examples of notable bank bailouts from the past.
6 min read Sep 30, 2024 -
Study: Workers with STEM degrees are more likely to report higher salaries and lower unemployment rates
Engineering degrees claimed eight of the top 10 spots in Bankrate’s new ranking.
12 min read Sep 30, 2024