Tim McInerney Email & Phone Number
Founder and President-"Cash Flow Engineering"
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Tim McInerney Location
- Philadelphia, PA, US
Tim McInerney Work
- 2007 - now Founder and President-"Cash Flow Engineering" @ Calvin Investment Group, LLC
- now SVP, Director of Sales @ Susquehanna Wealth Management
- 2005 - 2007 Senior Vice President @ US Trust. Division of Charles Schwab Co.
- now SVP, Managing Director @ PNC Advisors
Tim McInerney Education
- University of Pennsylvania - The Wharton School
BBA (Management,Cum Laude)
1984 - 1988 - Bucknell University
Tim McInerney Skills
- Financial Services
- Banking
- Wealth Management
- Risk Management
- Retirement Planning
- Manufacturing
- Microsoft Office
- Startups
- Asset Management
- Strategy
- Mentoring
- Microsoft Word
- Portfolio Management
- Business Development
- Asset Allocation
- Sales Mangement and Organization
- Testing
- Pensions
- Investments
- Investment Management
- Securities
- Asset Managment
- Investment Mangement
- Credit
- Mutual Funds
- Hedge Funds
- Retirement
- Business Strategy
- Financial Advisory
- Financial and Estate Planning
- High Net Worth Individuals
- Investment Strategies
- Public Speaking
Tim McInerney Summary
- Tim McInerney, based in Philadelphia, PA, US, is currently a Founder and President-"Cash Flow Engineering" at Calvin Investment Group, LLC. Tim McInerney brings experience from previous roles at Susquehanna Wealth Management, US Trust. Division of Charles Schwab Co. and PNC Advisors. Tim McInerney holds a 1984 - 1988 BBA in Management,Cum Laude @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Financial Services, Banking, Wealth Management, Risk Management, Retirement Planning and more. Tim McInerney has 1 emails and 1 mobile phone numbers on RocketReach.
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