Tim brings a belief in the acceleration of growth through a client focus and collaborative sales environment to ensure excellence in project delivery. He is a seasoned relationship management and sales professional with a proven track record in wealth management, strategic consulting, project execution and delivery. He has previously worked for Oakbrook Solutions. His experience with wealth and investment management products and offerings developed from his career with First Union National Bank and Wachovia. Tim resides in North Carolina.

What excites you most about the WealthTech industry right now? 

The growth and expansion of application development and how organizations are able to utilize technology to benefit the employee working environment and deliver the desired client experience.

Who or what inspires you in your job? 

Teammates inspire me by working collaboratively to exceed client expectations.

What are three words that describe how you do your job?

Conscientious, Diligent and Insightful.