Tim Highland Email & Phone Number
Group President, RIA Channel @ JiffyRPA
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Tim Highland Location
- Saint Charles, MO, US
Tim Highland Work
- 2025 -now Group President, RIA Channel @
- 2016 -now Principal Owner @ D3 Financial Partners, LLC
- 2022 -2025 Head of Product Strategy @
- 2021 -2022 Head Of Professional Services @
- 2019 -2021 Vice President Sales @
- 2018 -2021 Independent Board Trustee @ AmericaFirst Capital Management, LLC
- 2016 -2019 VP- Strategic Solutions @
- 2009 -2015 Executive Vice President @
- 2004 -2009 Client Executive Strategic Partnerships @
- 2004 -2006 Client executive @
- 2000 -2005 SVP @
- 1998 -2000 National Sales Mgr, Consulting Svcs @ Everen
- 1990 -1995 President and Owner @ Highland Investment Advisory
Tim Highland Education
- DePaul University
(Finance)
1988-1991 - Illinois State University
Tim Highland Skills
- Organizational Leadership
- Client Relations
- Strategic Partnerships
- Product Strategy
- Customer Relationship Management (CRM)
- Investment Advisory
- Investment Strategies
- Practice Management
- Investments
- Asset Allocation
- Alternative Investments
- Wealth Management
- Mutual Funds
- Investment Management
- Financial Advisory
- Portfolio Management
- Retirement Planning
- Financial Services
- Asset Management
- Bonds
- Securities
- Equities
- 401k
- Wealth
- Series 63
- Asset Managment
- Strategic Financial Planning
- Hedge Funds
- Uniform Combined State Law
- Separately Managed Accounts
- FINRA
- Managing Accounts
- ETFs
- Wealth Management Services
- Managed Accounts
- High Net Worth Individuals
- Morningstar
- Series 24
- Series 65
- Series 7
- Comprehensive Wealth Management
Tim Highland Summary
- Tim Highland, based in Saint Charles, MO, US, is currently a Group President, RIA Channel at JIFFY.ai. Tim Highland brings experience from previous roles at D3 Financial Partners, LLC, Practifi and Skience. Tim Highland holds a 1988 - 1991 DePaul University. With a robust skill set that includes Organizational Leadership, Client Relations, Strategic Partnerships, Product Strategy, Customer Relationship Management (CRM) and more. Tim Highland has 1 emails and 3 mobile phone numbers on RocketReach.
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