Tim Donaldson Email & Phone Number
Wealth Operations Manager, VP @ BT Wealth Advisors
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Tim Donaldson Location
- Tampa, FL, US
Tim Donaldson Work
- 2018 -now Wealth Operations Manager, VP @
- 2018 -2018 Operations Manager @
- 2013 -2018 Manager - Brokerage Services @
- 2010 -2013 Paraplanner @
- 2007 -2010 Account Services Rep @
- 2005 -2007 Advisor @ Ameriprise Financial Advisors
Tim Donaldson Education
- University of South Florida
Master of Business Administration - MBA
2020-2024 - Florida State University - Herbert Wertheim College of Business
Finance (Finance, General)
2001-2004
Tim Donaldson Skills
- Financial Advisory
- Financial Planners
- Fixed Annuities
- Retirement Savings
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Series 53
- Investments
- Variable Annuities
- 401k
- Series 66
- Roth IRA
- Asset Allocation
- Strategic Planning
- Wealth Management
- Life Insurance
- Uniform Combined State Law
- FINRA
- Strategic Financial Planning
- Microsoft Word
- Separately Managed Accounts
- Disability Insurance
- Series 24
- Retirement
- Series 7
Tim Donaldson Summary
- Tim Donaldson, based in Tampa, FL, US, is currently a Wealth Operations Manager, VP at BT Wealth Advisors. Tim Donaldson brings experience from previous roles at Calton & Associates, Inc., Invest Financial, Ameriprise Financial Advisors and Morgan Stanley Smith Barney. Tim Donaldson holds a 2020 - 2024 Master of Business Administration - MBA @ University of South Florida. With a robust skill set that includes Financial Advisory, Financial Planners, Fixed Annuities, Retirement Savings, Insurance and more. Tim Donaldson has 3 emails and 1 mobile phone numbers on RocketReach.
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