Tommy Fermin in

Tommy Fermin

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Audit Managing Director at Deloitte
📍 Costa Mesa, California, United States

Tommy Fermin is a Managing Director in Deloittes Audit and Assurance practice, specializing in the financial services industry. A Certified Public Accountant with degrees from UC Irvine and California State University, Fullerton, he has extensive experience in financial accounting, valuation, and internal control assessments for investment companies.

He has deep expertise in third-party service examinations, also known as SOC 1 reports.

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Experience
23 Years
Current Role
Audit Managing Director
Job Level
Mid-senior
Location
Costa Mesa, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Tommy cares about

Private Credit Valuation
Emphasizes the importance of having a strong, defensible valuation process for private credit to withstand scrutiny.
Wealth Management
Focuses on the critical success factors that are driving the evolution and transformation of leading US wealth management firms.
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Career

Work history

11-2010
Audit Managing Director
Deloitte
1-2010 - 10-2010
Audit Associate
Grant Thornton LLP (US)
9-2006 - 12-2009
Senior Associate
State Street
11-2002 - 9-2006
Financial Accounting Supervisor
First American Title
In the press

Media appearances

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Education
Bachelor of Arts - BA
UC Irvine
Master of Science - MS
California State University, Fullerton
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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