Summary
Overview
Work History
Education
Skills
Timeline
Generic

THOMAS MCEUEN

ALISO VIEJO,CA

Summary

Dynamic financial professional with extensive experience at RBF Capital, specializing in innovative debt modification strategies. Proven track record in wealth management and relationship building, enhancing P&L performance for clients. Skilled in investment planning and policy analysis, driving sustainable growth and financial stability for businesses.

Overview

25
25
years of professional experience

Work History

Sr Advisor

RBF Capital
02.2024 - Current

At RBF Capital, we specialize in Business Debt Modification, helping bridge the gap between struggling businesses and lenders. Our structured programs are designed to help businesses regain financial stability without being subjected to collections and or costly legal actions. We work to restructure debt terms so you can continue running your business with peace of mind.

Financial Advisor

The Ingenuity Group
08.2008 - 12.2023

Provided financial services to owners, principals and C-level executives of small to mid-cap businesses. Advisory services focused on improving top and bottom line P&L performance, risk management, retirement planning, as well as providing strategies for long-term wealth management goals and objectives.

Vice President of Business Development

Capital Resource Partners
08.2000 - 12.2008

Representing private equity and hedge fund firms responding to developers seeking additional capital for the ongoing development and completion of retirement golf course centric communities in Latin America. Responsibilities focused on assessing the development of current infrastructure, the intended use of funds and the development of the private placement memoranda for investors.

Education

Ph.D. - Clinical Psychology

Concordia College And University
Wilmington, DE
06-2006

Skills

  • Innovation management
  • Wealth management
  • Investment planning
  • Retirement planning
  • Policy analysis
  • Financial services
  • Data analytics
  • Financial advising
  • Loans
  • Proposal writing
  • Business development
  • Relationship building and management

Timeline

Sr Advisor

RBF Capital
02.2024 - Current

Financial Advisor

The Ingenuity Group
08.2008 - 12.2023

Vice President of Business Development

Capital Resource Partners
08.2000 - 12.2008

Ph.D. - Clinical Psychology

Concordia College And University