Tim Harkleroad Location
Mansfield, NJ, US
Tim Harkleroad Work
- 2025 - now DCIO Regional Director @ Victory Capital
- 2023 - 2025 SVP, Portfolio Consultant - DCIO Mid Atlantic at Amundi US @ Amundi US
- 2019 - 2023 VP, Portfolio Consultant - DCIO Mid Atlantic @ Amundi US
- 2018 - 2018 DCIO Retirement Consultant @ DWS Group
- 2015 - 2018 DCIO Retirement Specialist - East Division @ DWS Group
- 2011 - 2015 Vice President and Advisory Sales Associate and Team Lead @ Merrill Lynch
- 2005 - 2011 Advisory Sales Associate and AVP and Team Lead @ Merrill Lynch
- 2002 - 2005 Contact Management Center Supervisor @ Merrill Lynch
- 2000 - 2002 Contact Management Center Representative @ Merrill Lynch
Tim Harkleroad Education
- Stockton University
B.S. (Finance)
1994 - 1998
Tim Harkleroad Skills
- 401k
- Asset Allocation
- Equities
- Finance
- Financial Advisory
- Financial Services
- Fixed Annuities
- Fixed Income
- Investments
- Life Insurance
Tim Harkleroad Summary
Tim Harkleroad, based in Mansfield, NJ, US, is currently a DCIO Regional Director at Victory Capital. Tim Harkleroad brings experience from previous roles at Amundi US, DWS Group and Deutsche Asset Management. Tim Harkleroad holds a 1994 - 1998 B.S. in Finance @ Stockton University. With a robust skill set that includes 401k, Asset Allocation, Equities, Finance, Financial Advisory and more. Tim Harkleroad has 2 emails and 1 mobile phone numbers on RocketReach.
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