Thomas Antunez

Energizer
DISC Type : I

CEO at Private Wealth/Family Office/Private Non-Operating Foundation

Irvine, California, United States

Overview

Thomas is a multifaceted executive serving as a CEO for private wealth offices and CFO for venture capital firm Torrey Coast Ventures. His experience spans from founding and selling a tech consulting firm to managing complex generational wealth. People who have worked with him describe him as a "visionary" and "wise" leader.

He demonstrates a strong commitment to community and governance, serving on several Orange County advisory boards and executive committees. This involvement in non-profit and private company boards highlights a dedication to leadership and strategic oversight beyond his primary professional responsibilities.

Unique fact: Before focusing on private wealth, Thomas was the CEO of Percentix, a technology consulting company he successfully led to an acquisition.

Personality Overview

Believer

Relationship Oriented

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Generational Wealth
His career is focused on serving ultra-high-net-worth families in areas like estate planning, complex trusts, and family office strategy.
Venture Capital
As the current CFO of Torrey Coast Ventures, he is actively involved in the investment and financial oversight of venture-stage companies.
Tech Entrepreneurship
He has firsthand experience as the founder and CEO of Percentix, a company he grew and guided through a successful acquisition.

Media Appearances

Thomas has no verified media appearances

Work History

4-2023
CEO at Private Wealth/Family Office/Private Non-Operating Foundation
1-2021 - 1-2024
CEO at Private Wealth/Family Office
8-2017 - 1-2021
CFO/COO at Private Wealth/Family Office and Private Non-Operating Foundation
8-2011 - 1-2018
Assistant Dean at UC Irvine
1-2014 - 12-2017
Interim Director of Strategy and Innovation at Blue Cross of Idaho

Education

Master of Science from Gies College of Business - University of Illinois Urbana-Champaign
MBA from University of California, Irvine - The Paul Merage School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Irvine, California, United States Job Level : Leadership Designation : CEO at Private Wealth/Family Office/Private Non-Operating Foundation
URL has been copied!

Insights For Selling To Thomas

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t assume a yes just because they have not said no
  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Thomas is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Thomas

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Thomas move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Thomas take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Thomas

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.