Tom O’Hallaron CFA, Chief Innovation Officer has held senior positions with debt capital market groups at Countrywide Capital Markets, Incapital and Advisors Asset Management running strategic initiatives, product development, trading and risk over the last 25 years. Most notably, he was part of the eight-person senior management team that built and grew Countrywide Commercial Real Estate Finance to 200 people, 20 offices, $15bl in loan production, and $168mm in annual revenue in four years. Tom’s other endeavors included starting a specialty green coffee importer and wholesaler, InterContinental Coffee Trading, which grew to $15 million in gross revenue over two years before he sold it to Netherlands based Daarnhouwer & Co B.V.
Tom holds a Bachelor of Science in Business and a minor in Economics from Virginia Commonwealth University and is a Chartered Financial Analyst (CFA). He holds FINRA series 24, 7 and 63 licenses and previously IIROC (Canada) NE and PDO licenses.