Knowledge Powered by experience

Timothy focuses on the needs of senior automotive industry executives. Experience managing concentrated stock, restricted stock, and stock options help him understand the planning needs of his clientele. Timothy works closely with compensation professionals within his client's companies, allowing a detailed understanding of complex, company specific planning decisions. Decisions often involve tax and legal professionals, ensuring a successful and comprehensive approach to planning and asset management. Timothy and his wife Jennifer reside in Northville, MI with their three daughters.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investments

Plymouth, MI

March 2009 - Present

Citigroup Smith Barney

2nd Vice President - Investments

Farmington Hills, MI

January 2001 - March 2009

Bell & Howell/ ProQuest

Director of Content Development

Ann Arbor, MI

August 1997 - December 2000

Accomplishments

  • Smith Barney Blue Chip Council member 2002, 2003, 2004

Education

  • Michigan State University; Bachelor of Arts - Political Science

Licenses

  • Series 7, General Securities Representative
  • Series 31, Managed Futures Representative
  • Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • State of Michigan, Life, Health & Variable Insurance Licensed

Personal & Community

  • Jaguar Affiliates of Michigan/ Board of Directors

Registered States:

AZ, CA, CO, CT, FL, GA, MI, NV, OH, TN, TX, VA