Tim Fortner Email & Phone Number
Executive Director - Senior Financial Advisor @ Wells Fargo Advisors
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Tim Fortner Location
- New York, United States
Tim Fortner Work
- 2011 -now Executive Director - Senior Financial Advisor @
- 2019 -2025 Executive Director - Branch Manager @
- 2011 -2019 Senior Vice President | Complex Manager | Premier Manager (2016) @
- 2009 -2011 Senior Vice President – Institutional Fixed Income Group @
- 2004 -2009 Senior Vice President - Branch Manager @
- 2002 -2004 Vice President - Investments | Assistant Branch Manager @
- 2000 -2002 Vice President- Investments | Resident Manager @
- 1999 -2000 Vice President- Investments | Sales Manager @
- 1992 -1999 2nd Vice President-Investments | Financial Consultant @
Tim Fortner Education
- University of Arkansas at Fayetteville
Bachelor's of Science, Business Administration (Banking & Finance)
1981-1985
Tim Fortner Skills
- Investments
- Asset Allocation
- Retirement Planning
- Alternative Investments
- Securities
- Mutual Funds
- Series 7
- Project Management
- Management
- Wealth Management
- Portfolio Management
- Training
- Series 63
- Leadership
- Microsoft Office
- Strategic Planning
Tim Fortner Summary
- Tim Fortner, based in New York, United States, is currently a Executive Director - Senior Financial Advisor at Wells Fargo Advisors. Tim Fortner brings experience from previous roles at Wells Fargo Advisors and Morgan Stanley. Tim Fortner holds a 1981 - 1985 Bachelor's of Science, Business Administration in Banking & Finance @ University of Arkansas at Fayetteville. With a robust skill set that includes Investments, Asset Allocation, Retirement Planning, Alternative Investments, Securities and more. Tim Fortner has 1 emails and 1 mobile phone numbers on RocketReach.
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