Tom Shirley

Operations Manager

Tom joined IDAD in 2016, starting in the Central Sales Team, marking his entry into the financial sector. After a year, he transitioned to the Operations team and now serves as the Operations Manager, Tom heads a team of five and their responsibilities include transaction processing, settlement, trading for IDAD Funds, document production, valuations, product pricing, performance reporting, and regulatory transaction reporting, among other key tasks which is ever evolving.

In addition to his day-to-day responsibilities, Tom plays an integral role in supporting the development and implementation of new business lines at IDAD. He manages relationships with numerous external partners, ensuring operations are consistently smooth and efficient for our clients.

In recent years Tom joined IDAD’s Strategic Sales team as a Sales Manager, where he supports adviser firms worldwide. His extensive expertise, spanning from product development to sales execution, made him an ideal choice for this role.

Outside of work, Tom is a keen sportsman, actively playing for a local football team and enjoying the occasional round of golf.

Tom is a member of the Chartered Institute of Securities & Investments (CISI) and is currently pursuing further financial services qualifications.

CONTACT DETAILS

EMAIL: tom.shirley@idad.com

TEL: 01730 776757