About Our Market Expertise
Tom Cleary
Cake Investment Group was founded by Tom Cleary to serve as his trading and investment vehicle.
Tom is known for his engineering like outlook toward market and business analysis. This came to him both naturally and from an upbringing that valued precision. Tom was born and raised in the heartland of the United States. It was here that he learned the value of hard work and accountability. He also learned to both view the world as it is, yet work toward what it should be. He went on to attain a degree in history. After completing this rigorous course of study Tom then began a varied and impressive business career. He has worked in fields as diverse as the hospitality industry, wholesale coffee, as well as the last 20 years in the financial services industry. It is in this capacity that Tom worked with mutual funds and annuities in a wholesale capacity. It was from this vantage point that he learned market analysis and paired it with his extensive operational expertise.
Gaining Market Expertise
From 2007-2015 Tom was employed at a major insurance company in their mutual funds and annuities division, as a wholesaler. His goal was to raise assets for the company in the areas of mutual funds, fixed and variable annuities and an asset based long term care product. Tom achieved this by working with financial advisors and consultatively designing solutions for their clients. He offered services such as case design, wealth building and retirement strategies as well as technical information about company products and market developments. Prior to this Tom was a financial advisor working directly with clients in the areas of wealth building and retirement planning.
During his time in this industry, he began a deep study of not just the equity markets but the commodities markets and business organizations as well. This study produced insights into how these markets and businesses move and effective ways to invest in them them profitably.
In 2015 Tom walked away from this industry and decided to create something that would enhance his ability to accumulate wealth for himself and his partners, and their families. In the time since that decision, Tom took all the inside knowledge he gained about how the system works and developed a set of tools to avoid the traps set for the investor and business owner, the biggest of which is your lack of real control.
During the last half of his years in the financial services industry and in the years since, Tom has worked constantly to discover and refine the methods that give himself and his partners the best chance of maximizing their returns, within reasonable risk tolerances.
More Than Accumulating Assets
Prior to his time in financial services, Tom had extensive experience in the manufacturing sector. Tom was with a Fortune 50 company. His main responsibility was for writing the company sales plan. One key responsibility was developing new business. Also, Tom managed and mentored a team of employees. His task was to ensure that his customers received the sales and service that was promised to them. Tom hired, trained and developed sales personnel. Also, he established goals and objectives for employees. Additionally, he directed them to successfully attain those goals. He had overall profit and loss responsibility. So in addition to his financing and market analysis expertise he understands how business works and how to measure business conditions.