2007 -2012 VP - Wealth Structuring Specialist - Business Development @
2005 -2007 Assistant Vice President @
2000 -2005 Attorney @ Porikos, Rodes & Glavinskas
Tim Fisk Education
DePaul University College of Law
Juris Doctor
1997-2000
University of Kentucky
BA (Member of Division I Men's soccer team)
1993-1996
Tim Fisk Skills
Strategic Business Development
Technical Consultation
Product Strategy
Product Development
Wealth Management
Strategic Financial Planning
Estate Planning
Wealth Management Services
Investments
Financial Planning
Investment Advisory
High Net Worth Individuals
Asset Management
Securities
Portfolio Management
Series 7
Trust Services
Investment Management
Financial Advisory
Investment Strategies
Retirement Planning
Finance
Trusts
Relationship Management
Financial Services
FinTech
Salesforce.com
New Business Development
Business Strategy
Wealth
Consultative Selling
Integration
Technology Integration
SaaS
Enterprise Software
Strategy
CRM
Strategic Partnerships
Trading
Customer Relationship Management (CRM)
Business Development
Sales
Leadership
Account Management
Strategic Planning
Sales Management
Management Consulting
Tim Fisk Summary
Tim Fisk, based in Philadelphia, PA, US, is currently a SVP - Partnerships, Hargrove MSO (formerly NetLaw) at Hargrove MSO. Tim Fisk brings experience from previous roles at Bryn Mawr Trust and Envestnet, Inc. Tim Fisk holds a 1997 - 2000 Juris Doctor @ DePaul University College of Law. With a robust skill set that includes Strategic Business Development, Technical Consultation, Product Strategy, Product Development, Wealth Management and more. Tim Fisk has 1 emails and 4 mobile phone numbers on RocketReach.
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