Tim Harkleroad Email & Phone Number
DCIO Regional Director @ Victory Capital
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Tim Harkleroad Location
- Mansfield, NJ, US
Tim Harkleroad Work
- 2025 -now DCIO Regional Director @
- 2023 -2025 SVP, Portfolio Consultant - DCIO Mid Atlantic at Amundi US @
- 2019 -2023 VP, Portfolio Consultant - DCIO Mid Atlantic @
- 2018 -2018 DCIO Retirement Consultant @
- 2015 -2018 DCIO Retirement Specialist - East Division @
- 2011 -2015 Vice President and Advisory Sales Associate and Team Lead @
- 2005 -2011 Advisory Sales Associate and AVP and Team Lead @
- 2002 -2005 Contact Management Center Supervisor @
- 2000 -2002 Contact Management Center Representative @
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
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management
- 401(k) Retirement Savings Plans
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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