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:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NH, NV, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI