Tim Kroon Email & Phone Number
Retirement Counselor @ Fisher Investments
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Tim Kroon Location
- Portland, OR, US
Tim Kroon Work
- Retirement Counselor @ (January 2016 - Present)
- Relationship Manager and Account Manager II @ (January 2010 - January 2016)
- Defined Contribution Analyst II @ (January 2007 - January 2010)
- Senior Licensed Personal Financial Representative @ (January 2005 - January 2008)
- Financial Consultant @ Financial Design Group (January 2003 - January 2005)
Tim Kroon Education
- University of Oregon Lundquist College of Business
Finance/Accounting (Business Adminstration)
1998-2002 - FINRA
Series 7 & 66
2002
Tim Kroon Skills
- Advanced PowerPoint, SharePoint and Salesforce CRM skills.
- Business Planning
- ERISA
- Employee Benefits
- Finance
- Financial Advisory
- Financial Modeling
- Financial Services
- Investments
- Life Insurance
- Management
- Mutual Funds
- Pensions
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- PowerPoint
- Banking
- Accounting
- Sharepoint And Salesforce Crm Skills
- Marketing
- Advanced Powerpoint
- Investment Management
Tim Kroon Summary
- Tim Kroon, based in Portland, OR, US, is currently a Retirement Counselor at Fisher Investments. Tim Kroon brings experience from previous roles at Standard Insurance Company, Washington Mutual Bank and Financial Design Group. Tim Kroon holds a 1998 - 2002 Finance/Accounting in Business Adminstration @ University of Oregon Lundquist College of Business. With a robust skill set that includes Advanced PowerPoint, SharePoint and Salesforce CRM skills., Business Planning, ERISA, Employee Benefits, Finance and more. Tim Kroon has 3 emails and 2 mobile phone numbers on RocketReach.
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