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
- Financial Advisor and Investment Research Analyst @ (October 2024 - Present)
- Investment Director @ (July 2023 - September 2024)
- VP - Senior Portfolio Manager @ (September 2002 - July 2023)
- Volunteer Women's Lacrosse Coach @ (September 2018 - December 2020)
- Head Lacrosse Coach @ (September 2013 - May 2016)
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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Top Brogan Financial, Inc. Employees
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