Tim has been with me since I went independent back in 2006 and was instrumental in my transition on the move from the “wire house” to the independent side. He brings to the table his vast knowledge from working in several areas of a medium sized brokerage firm.
He started his career as fund accountant and eventually ran an online trading department back when online trading was in its infancy. In between those two positions he learned the securities business and knew eventually he’d work on the sales side of the business. He loves the client interaction but deep down his passion is in operations. Many of you who know him knows he loves a challenge and loves to assist clients in any way needed.
Fun fact about Tim, he has only worked two at different places since college graduation with here being the second. Talk about stability and commitment!
Tim, too, is an avid skier and likes to spend time in the Berkshires. He also is an avid mountain biker and rides almost year-round, even on the snow-covered trails.
Investment Registrations
FINRA Series 7, 63 and 66 licenses
Other Professional Registrations
CT Life, Accident & Health Insurance license