Experience
Makes all the difference
Tim has over 20 years of industry experience having devoted his efforts to servicing the needs of corporate retirement plans. His skills provide him with an advanced ability to help meet the unique needs of plan sponsors and corporate investment committees. Tim is a graduate of the United States Military Academy at West Point, New York where he attained a B.S. in Engineering. He later earned his MBA in Finance from the Columbia University Business School. Tim has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the CFP Board in addition to the Certified Investment Management
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Princeton , NJ |
January 2009 - Present |
Merrill Lynch |
First Vice President - Investments |
Princeton, NJ |
March 1998 - January 2009 |
Meredith, Martin & Kaye |
Vice President |
New York, NY |
March 1993 - March 1998 |
Johnson & Johnson |
Sales Representative |
Philadelphia, PA |
July 1990 - March 1993 |
US Army |
Captain - Field Artillery |
US and Abroad |
May 1983 - July 1990 |
Accomplishments
- Certified Investment Management Analyst (CIMA®)
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Merrill Lynch FA Advisory Counsel Member
Education
- Columbia Business School MBA Finance
- United States Military Academy - West Point, NY 1983 B.S. Engineering
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
Personal & Community
- Cherry Valley Country Club Board of Trustee
- Wounded Warrior Project Annual Gala Committee Member
- Chairman Capital Health Systems Foundation Annual Golf Outing
Registered States:
AL, CA, CO, CT, DC, DE, FL, GA, IN, MD, ME, NC, NJ, NY, PA, SC, TX, VA, VT