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Merrill Client Becomes Merrill CFO

Mar 24, 2016

Current Merrill Chief Financial Officer (CFO), Tom Donnelly, understands exactly what clients need. This is largely because he was first a Merrill client before joining the company in 2015. Throughout his career he used Merrill technology and services as the CFO of other organizations – ranging from assistance with U.S. Securities and Exchange Commission (SEC) compliance to M&A transactions.

Donnelly will attest that when it comes to initial public offerings or doing a secondary offering, the CFO is highly engaged. In fact, the CFO is a primary drafter of documents. On the M&A side, as a CFO he’s been paying attention to documentation like SEC filings and shareholder communications. Discover how his use of Merrill technology and platforms to divest assets or buy firms in the past is helping to better serve clients in his new role. Learn why his experience as a client made him want to join our company.

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About Merrill Corporation

Merrill Corporation provides technology-enabled platforms for secure content sharing, regulated communications and disclosure services. Clients trust Merrill’s innovative applications and deep subject expertise to successfully navigate the secure sharing of their most sensitive content, perfect and distribute critical financial and regulatory disclosures, and create customized communications across stakeholders. With more than 3,000 people in 34 locations worldwide, clients turn to Merrill when their need to manage complex content intersects with the need to collaborate securely around the globe.


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Astrid Sandell

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Bradley Carlson

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