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Tim Cleary Location
Savage, MN, US
Tim Cleary Work
2026 -now Independent Director @
2024 -now Independent Director @
2014 -2025 Managing Director @
2003 -2014 Vice President - Consulting @ Principal Financial Group
1991 -2003 Principal - National ESOP Consulting Practice Leader @
Tim Cleary Education
Mitchell Hamline School of Law
JD
1985-1988
Saint John's University
BS (Government)
1979-1983
Tim Cleary Skills
ESOP
Retirement Planning
ERISA
Employee Benefits
Retirement
Valuation
Executive Pay
Estate Planning
Financial Services
Deferred Compensation
Leadership
Project Management
Program Management
Business Analysis
Microsoft Excel
Healthcare
Customer Service
Ownership Transition
Strategic Planning
Employee Stock Ownership Plan Esop
Employee Stock Ownership Plan
Tim Cleary Summary
Tim Cleary, based in Savage, MN, US, is currently a Independent Director at BAKKE, KOPP, BALLOU & MCFARLIN, INC. DBA BKBM, INC. Tim Cleary brings experience from previous roles at Crêpes à Latte, Chartwell Financial Advisory, Principal Financial Group and Ernst & Young. Tim Cleary holds a 1985 - 1988 JD @ Mitchell Hamline School of Law. With a robust skill set that includes ESOP, Retirement Planning, ERISA, Employee Benefits, Retirement and more. Tim Cleary has 2 emails and 3 mobile phone numbers on RocketReach.
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