Tim is a results-driven professional with over 25 years of experience in Institutional Fixed Income and Private Wealth, serving as a Portfolio Strategist, Analyst, and Sales Consultant. Throughout his career, Tim has worked with and consulted for hundreds of accounts nationwide and internationally, partnering with banks, credit unions, insurance companies, and money managers with assets ranging from $10 million to over $100 billion. Tim has a proven ability to build and maintain strong client relationships while supporting sales and trading functions in fast-paced, high-stakes environments. Highly proficient in leveraging a wide range of software platforms, services, and API integrations, Tim excels at adopting new technologies to improve efficiency and results. As a business consultant, Tim has a consistent record of driving strategic initiatives, optimizing processes, and delivering impactful solutions that foster growth and operational excellence. Tim has expertise in project management, data analysis, and stakeholder engagement, coupled with a collaborative approach that ensures alignment across teams. Known for reliability, adaptability, and a focus on results, he thrives in building relationships and working in dynamic business environments where he consistently delivers value to clients and organizations alike.
