Tim Jensen Email & Phone Number
VP Institutional Sales @ Anchor Capital Management Group, Inc.
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Tim Jensen Location
- Irvine, CA, US
Tim Jensen Work
- 2026 -now VP Institutional Sales @
- 2021 -now Workplace Planning Consultant @
- 2023 -2025 Workplace Consultant @
- 2021 -2025 Central Relationship Manager @
- 2025 -2026 VP, Sales Desk Manager @
- 2024 -2026 Vice President, Sales Desk Manager @
- 2019 -2021 Consultant @
- 2016 -2021 Relationship Manager @
- 2011 -2016 Regional Vice President @
- 2011 -2014 Assistant Vice President @
- 2007 -2011 Sales Desk Manager @
- 2004 -2006 Sales Desk Manager @
- 2002 -2004 Senior Internal Wholesaler @ MetLife Investors
- 2000 -2002 Annuity Operations Representative @
Tim Jensen Skills
- Problem Solving
- Communication
- Alternative Solutions
- Due Diligence
- Prospectus
- Call Reporting
- Expense Reports
- Relationship Building
- Marketing Materials
- Consultative Selling
- Lead Generation
- Business Planning
- Financial Institutions
- Presentations
- Performance Motivation
- Presentation Skills
- Leadership
- Lead Qualification
- Growing Companies
- Insurance Sales
- Cold Calling
- Business Development
- Wholesale
- Telemarketing
- Investment Sales
- Investment Products
- Institutional Sales
- Institutional
- 63 Licenses
- Series 7
- Series 63
- Variable Annuities
- Alternative Investments
- Fixed Annuities
- Mutual Funds
- Series 24
- Securities
- Retirement Planning
- Investments
- Asset Allocation
- 401k
- Investment Advisory
- Retirement
- FINRA
- Uniform Combined State Law
- Wealth Management
- Series 65
- Separately Managed Accounts
- Financial Advisory
- ETFs
- Banking
- Sales
- New Business Development
- Credit
- Business Strategy
Tim Jensen Summary
- Tim Jensen, based in Irvine, CA, US, is currently a VP Institutional Sales at Anchor Capital Management Group, Inc.. Tim Jensen brings experience from previous roles at Fidelity Investments and Madison Capital Markets. With a robust skill set that includes Problem Solving, Communication, Alternative Solutions, Due Diligence, Prospectus and more. Tim Jensen has 2 emails and 1 mobile phone numbers on RocketReach.
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