Tim Irwin Email & Phone Number
Senior Financial Advisor @ Merrill Lynch
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Tim Irwin Location
- New York, United States
Tim Irwin Work
- 2019 -now Senior Financial Advisor @
- 2013 -2019 Regional Sales Director @ Columbia Threadneedle Investments
- 2013 -2013 Regional Investment Advisor @
- 2010 -2011 Relationship Manager @
Tim Irwin Education
- Siena College
Bachelor's Degree
2006-2010
Tim Irwin Skills
- Series 7
- Mutual Funds
- Series 63
- Series 65
- Wealth Management
- Financial Advisory
- Alternative Investments
- Asset Allocation
- Fixed Income
- Securities
- Equities
- Investments
- Investment Strategies
- Asset Management
- Portfolio Management
- Investment Advisory
- Sales
Tim Irwin Summary
- Tim Irwin, based in New York, United States, is currently a Senior Financial Advisor at Merrill Lynch Wealth Management. Tim Irwin brings experience from previous roles at Columbia Threadneedle Investments, Putnam Investments and M&T Bank. Tim Irwin holds a 2006 - 2010 Bachelor's Degree @ Siena College. With a robust skill set that includes Series 7, Mutual Funds, Series 63, Series 65, Wealth Management and more. Tim Irwin has 2 emails and 3 mobile phone numbers on RocketReach.
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