Thomas Higgins

Thomas Higgins Work

Chief Operating Officer and Portfolio Manager

@ Balanced Rock Investment Advisors

Independent Consultant - RIA and Wealth Management

@ Independent Consultant

Principal, Business Consultant

@ Edelman Financial Engines

Thomas Higgins Education

2006 - 2010 Bachelor of Science (B.S.) in Finance & Economics

Stonehill College
University of Westminster

Thomas Higgins Skills

InvestmentsStrategic Financial PlanningThought LeadershipFinancial AnalysisFinancial ModelingFinanceValuationData AnalysisFinancial PlanningAsset ManagementPortfolio ManagementRisk ManagementMutual FundsBusiness StrategyMarket ResearchForecastingProject ManagementStrategic PlanningRetirement PlanningAsset AllocationP&L ManagementBloombergPowerPointMicrosoft ExcelMicrosoft OfficeEndowmentsCommitteesInstitutional InvestmentsImpact InvestingSeparately Managed AccountsFiduciaryWealth ManagementFinancial AdvisoryFinancial ServicesBusiness DevelopmentMarketing StrategyInvestment ManagementMergers & Acquisitions (M&A)ManagementCorporate FinanceLeadershipOperations ManagementInvestment StrategiesSalesStrategySchwab Intelligent PortfoliosAnalysisM&A ModelingDCF ValuationResearchCompetitive AnalysisExcelQuantitative AnalysisWordStatisticsBudgetingEconometricsDocumentationCost AnalysisStataRiskSeries 7Financial RiskEquitiesTrading StrategiesAir ForceCapital StructurePlanningInfrastructureTechnical AnalysisNet Present ValueProjectionFinancial StatementsSensitivityIntegrationAllocationsKeysMS ExcelFinancialsTosDivOsdEngagementsManagement ConsultingNew VenturesBond MarketsAnalytical SkillsSeerReportingPEOptionsP&lCash FlowStrategy ImplementationRetailBusiness AnalysisModelingPrecedent TransactionsEnergyMfsMicrosoft AccessMarketingIndicatorsBusiness CaseInvestment BankingDoDRoeLBOInterfacesFactSetMorningstarOutlookMicrosoft WordSensitivity AnalysisAnalytical SkillLacrosseMarket AnalysisCrystal BallTreasurySEMEquityTradingCost BenefitMergers and AcquisitionsExcel models

Thomas Higgins Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

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What company does Thomas Higgins work for?

Thomas Higgins currently works at Balanced Rock Investment Advisors.

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Where is Thomas Higgins located?

Thomas Higgins is based in or around Boston, MA, US.

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