Tim Dick Email
Director of Financial Planning @ Merrimack Financial
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Tim Dick Location
- Andover, MA, US
Tim Dick Work
- Director of Financial Planning @ (January 2025 - Present)
- Associate Advisor @ (May 2022 - January 2025)
- Assistant Lacrosse Coach @ Pingree School (March 2023 - May 2024)
- Rollover Education Specialist @ (November 2020 - May 2022)
- Summer Intern @ (June 2019 - June 2019)
- Fixed Income Intern @ (May 2018 - June 2018)
- Expeditor @ Boardwalk Inn & Cafe (May 2017 - August 2017)
Tim Dick Education
- Georgetown University
Bachelor's degree (Economics, Business Administration)
2016-2020 - The Rivers School 2012-2016
Tim Dick Skills
- 401k Rollovers
- Accountability
- Bloomberg
- Bloomberg Terminal
- Customer Relationship Management (CRM)
- Customer Retention
- Estate Planning
- Financial Planning
- IRAs
- Leadership
- Microsoft Office
- Morningstar
- Portfolio Performance Analysis
- Retirement Planning
- Sales
- Salesforce.com
- Tax Planning
- Teamwork
- Time Management
Tim Dick Summary
- Tim Dick, based in Andover, MA, US, is currently a Director of Financial Planning at Merrimack Wealth Management . Tim Dick brings experience from previous roles at Dakota Wealth Management, Pingree School, John Hancock and Seaport Global Holdings LLC. Tim Dick holds a 2016 - 2020 Bachelor's degree in Economics, Business Administration @ Georgetown University. With a robust skill set that includes 401k Rollovers, Accountability, Bloomberg, Bloomberg Terminal, Customer Relationship Management (CRM) and more. Tim Dick has 1 emails on RocketReach.
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Tim Dick
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Andover, MA, US
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