Kari Timonen Email & Phone Number
Financial Planner @ Fortis Capital Advisors
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Kari Timonen Location
- New York, NY, US
Kari Timonen Work
- 2019 -now Registered Investment Advisor @
- 2019 -now Financial Planner @
- 2013 -2019 Financial Services Professional @ Mutually owned insurance company
- 2013 -2019 Licensed Agent @ Mutually owned insurance company
- 2009 -2013 District General Manager, North America @ Privately Held Financial Services Company
- 2006 -2012 AML and MSB Compliance Officer @ Privately Held Financial Services Company
- 2005 -2009 Operations Manager @ Privately Held Financial Services Company
- 1994 -2005 Country Manager @ Privately Held Financial Services Company
- 2001 -2011 Board member @ Rigel Marine Oy
Kari Timonen Education
-
Bachelor of Business Administration (Marketing, Management, Finance)
2001-2004 -
(Marketing)
1986-1989
Kari Timonen Skills
- Business Development
- Operations Management
- Leadership
- Team Management
- New Business Development
- Management
- Training
- P&L Management
- Coaching
- Compliance
- Budgets
- Banking
- Relationship Management
- Finance
- Business Planning
- Performance Management
- Negotiation
- Credit
- Contract Negotiation
- Account Management
- Sales
- Business Strategy
- Talent Acquisition
- Insurance
- Full P&L Responsibility
- Strategy
- Small Business
- Risk Management
- Long Term Care Insurance
- Guaranteed Lifetime Income
- Permanent Life Insurance
- Life Insurance
- Change Management
- Financial Analysis
- Selling
- Financial Services
- Licensed Life & Health Insurance Agent
- Investments
- Sales Process
- Customer Satisfaction
- Team Building
- Customer Service
- 401k Rollovers
- Multi-generational wealth transfer
- 401k
- Fixed Annuities
- Securities
- Rollovers
- <script type="text/javascript" src="https://platform.linkedin.com/badges/js/profile.js" async defer></script>
- Guaranteed Lifetime
- M&A execution
- Multi Generational Wealth Transfer
- Strategic Financial Planning
- International M&A
- Licensed Life and Health Insurance Agent
- M&A experience
- Multi Generational
- Strategic Financial
- See 35+see Less
- Licensed Life and Health
Kari Timonen Summary
- Kari Timonen, based in New York, NY, US, is currently a Financial Planner at Fortis Capital Advisors. Kari Timonen brings experience from previous roles at Fortis Capital Advisors, Mutually owned insurance company and Privately Held Financial Services Company. Kari Timonen holds a 2001 - 2004 Bachelor of Business Administration in Marketing, Management, Finance. With a robust skill set that includes Business Development, Operations Management, Leadership, Team Management, New Business Development and more. Kari Timonen has 2 emails and 1 mobile phone numbers on RocketReach.
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