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Tom Masillo
Financial Services Professional
Professional Background
Tom Masillo is a seasoned financial executive with a wealth of experience in enhancing operational efficiency and driving compliance within investment funds. Following an impressive career trajectory, he has held various high-level positions, showcasing his adeptness in the financial services sector.
Currently serving as the Chief Financial Officer (CFO) at Soundslinger, Tom is known for his exceptional skills in advocating for a customer-centric culture and leveraging innovative thinking to yield outstanding results. His tenure at Soundslinger sees him deeply engaged in the operational aspects, ensuring that the organization runs smoothly while maximizing competitive advantages. Tom's approach, characterized by a "doing more with less" mindset, equips him to optimize resources and drive performance, all while focusing on compliance in alignment with regulatory standards.
Before his current role, Tom was the Senior Managing Director at Gen II Fund Services, LLC, where he significantly influenced the organization’s strategic financial direction and compliance adherence. His previous experience as a Managing Member at LTM Consulting & Advisors, LLC, further solidifies his expertise in providing CFO and CAO services tailored for investment funds. Additionally, his role as Chief Financial Officer at VIOLY, Byorum & Partners, LLC, showcased his ability to strengthen financial infrastructure, risk management practices, and operational policies, positioning the firms for sustainable growth.
Education and Achievements
Tom Masillo earned his Bachelor's Degree in Accounting from the City University of New York-Hunter College. His academic background laid the foundation for his impressive understanding of financial principles and practices that are crucial in today’s regulated environment. This solid educational grounding has been pivotal in Tom's career, allowing him to fully grasp the intricacies of managing compliance and operational standards in a highly scrutinized financial landscape.
Tom's professional journey is characterized by a series of measurable outcomes that highlight his effectiveness as a leader within the financial services sector. His capabilities in optimizing expense control and implementing best practices in risk management have created a significant positive impact on the organizations he has worked with.
Furthermore, his strategies have led to increased operational efficiency, better business agility, and enhanced asset growth. Tom's commitment to boosting corporate image, brand awareness, and customer loyalty exemplifies his comprehensive approach, which melds strategic financial management with a strong focus on compliance and customer relationships.
Achievements
Through his career, Tom Masillo has achieved remarkable success quantitatively measuring outcomes that showcase his leadership capabilities. Some notable achievements include:
- Optimized Expense Control: By developing strategic financial plans and efficient budgeting processes, Tom has successfully minimized costs without compromising performance and service delivery.
- Best Practices Risk Management: His ability to identify and mitigate potential risks has strengthened the organizations he has consulted for, fostering a culture of compliance and operational safety.
- Increased Operational Efficiency and Business Agility: Tom has consistently worked to streamline operations, enabling faster responses to market changes and enhancing overall productivity.
- Expanded Asset Growth: Through effective financial strategies, he has played a key role in growing assets for the firms he has served.
- Enhanced Corporate Image, Brand Awareness, and Influence: By advocating for best practices in governance and corporate compliance, Tom has helped strengthen the brand presence and reputation of the companies he has been associated with.
- Increased Customer Loyalty and Retention: A focus on customer-centric operational practices has led to improved relationships and higher retention rates among clients.
Tom Masillo’s impressive background in operation management, financial oversight, and strategic planning within the investment fund sector provides him with a unique insight into leading teams and enhancing compliance culture. His dedication to promoting customer-centric operations and leveraging his innovative problem-solving skills positions him as a valuable asset in any financial organization.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.