Tim Barnard Email & Phone Number
Manager, Schwab Family Office
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Tim Barnard Location
- Oceanside, CA, US
Tim Barnard Work
- Manager, Schwab Family Office @ Schwab Advisor Services (April 2023 - Present)
- Team Lead @ (April 2023 - Present)
- Relationship Manager @ (October 2019 - September 2023)
- Financial Advisor @ (September 2015 - August 2019)
- Senior Financial Advisor @ Union Banc Investment Services (July 2009 - September 2015)
- Regional Vice President @ (April 2008 - May 2009)
- Regional Sales Director @ (June 2007 - April 2008)
- Regional Marketing Director @ (April 2005 - May 2007)
- Regional Marketing Director @ (May 2003 - February 2005)
- External Wholesaler @ (March 2000 - May 2003)
- Financial Consultant @ WM Financial Services (January 1996 - January 2000)
Tim Barnard Education
- Hanover College 1986-1990
Tim Barnard Skills
- Leadership Management
- Investment Management
- Securities Registrations 7
- 63
- 65
- Marketing
- Wealth Management
- Series 7
- Asset Allocation
- Fixed Annuities
- Variable Annuities
- Sales
- Mutual Funds
- Finance
- Retirement
- Retirement Planning
- Series 63
- Separately Managed Accounts
- Series 65
- Financial Advisory
- Investments
- Business Development
- Strategy
- Microsoft Excel
- Research
Tim Barnard Summary
- Tim Barnard, based in Oceanside, CA, US, is currently a Manager, Schwab Family Office at Schwab Advisor Services. Tim Barnard brings experience from previous roles at Schwab Advisor Services, TD Ameritrade, Priority Financial Group and Union Banc Investment Services. Tim Barnard holds a 1986 - 1990 Hanover College. With a robust skill set that includes Leadership Management, Investment Management, Securities Registrations 7, 63, 65 and more. Tim Barnard has 3 emails and 2 mobile phone numbers on RocketReach.
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