Tim McGeeney Email & Phone Number
Financial Advisor and Investment Research Analyst @ Brogan Financial, Inc.
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Tim McGeeney Location
- Knoxville, TN, US
Tim McGeeney Work
- 2024 -now Financial Advisor and Investment Research Analyst @
- 2023 -2024 Investment Director @
- 2002 -2023 VP - Senior Portfolio Manager @
- 2018 -2020 Volunteer Women's Lacrosse Coach @
- 2013 -2016 Head Lacrosse Coach @
Tim McGeeney Education
- Loyola University Maryland
Bachelor of Arts (Finance)
1991-1995
Tim McGeeney Skills
- AIF
- CFS
- Series 66
- Due Diligence
- Wealth Management
- Research
- Mutual Funds
- SMA
- ETF's
- Alternative Investments
- Blogging
- Portfolio Management
- Asset Allocation
- RIA
- DALBAR
- Sports Coaching
- Lacrosse
Tim McGeeney Summary
- Tim McGeeney, based in Knoxville, TN, US, is currently a Financial Advisor and Investment Research Analyst at Brogan Financial, Inc.. Tim McGeeney brings experience from previous roles at Morgan Stanley, Meyer Capital Group, Monmouth University and Briarcrest Christian School. Tim McGeeney holds a 1991 - 1995 Bachelor of Arts in Finance @ Loyola University Maryland. With a robust skill set that includes AIF, CFS, Series 66, Due Diligence, Wealth Management and more. Tim McGeeney has 3 emails and 2 mobile phone numbers on RocketReach.
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