Tim Kao Email & Phone Number
Vice President, Branch Leader @ Fidelity Investments
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Tim Kao Location
- California, United States
Tim Kao Work
- 2018 -now Vice President, Branch Leader @
- 2015 -2018 Managing Director @
- 2012 -2015 Managing Partner @
- 2011 -2012 National Managment Consultant @
- 2006 -2011 Agency Director and Financial Planner @
- 2002 -2006 Financial Planner @
Tim Kao Education
- University of California San Diego
B.S. Management Science (Quantatative Economics) (Economics)
1998-2002 - Semester at Sea, University of Pittsburg
World Travel and Cultural Immersion (Global Studies)
2001-2001
Tim Kao Skills
- Leadership
- Development
- Fixed Annuities
- Insurance
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Business Development
- Investments
- Team Leadership
- Process Improvement
- Finance
- Series 6
- Strategic Planning
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Management Consulting
- Business Planning
- Strategic Financial Planning
- Program Management
- Marketing
- New Business Development
- Risk Management
- Change Management
- Training
- Customer Service
- Long Term Care
- Financial Analysis
- Disability Insurance
- Business Strategy
- Management
- Small Business
- Product Development
- Project Management
- Coaching
- Marketing Strategy
- Retirement
- Recruiting
- CRM
- Series 7
- Employee Benefits
- Analysis
Tim Kao Summary
- Tim Kao, based in California, United States, is currently a Vice President, Branch Leader at Fidelity Investments. Tim Kao brings experience from previous roles at Prudential Financial, Park Avenue Securities and MetLife. Tim Kao holds a 1998 - 2002 B.S. Management Science (Quantatative Economics) in Economics @ University of California San Diego. With a robust skill set that includes Leadership, Development, Fixed Annuities, Insurance, Retirement Planning and more. Tim Kao has 1 emails and 1 mobile phone numbers on RocketReach.
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