Tim Minert Email & Phone Number
Capital Asset Advisor EVP Blueleaf EVP
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Tim Minert Location
- Scottsdale, AZ, US
Tim Minert Work
- 2001 - now Capital Asset Advisor EVP Blueleaf EVP @ Capital Asset Advisors & Blueleaf
- 2005 - now Executive Vice President Blueleaf- Executive Consultant Advisor Virtual Pro @
- 2018 - 2022 Executive Officer U.S. Enterprise @
- 2018 - 2021 Chief Revenue Officer-Trading and Rebalancing @
- 2004 - 2013 Executive Vice President - Enterprise Strategy, National Sales, Concierge Consulting @
- 2004 - 2013 Executive Vice President Enterprise @
- 2012 - 2013 Senior Vice President @ Quadron Data Solutions/Fetter Logic -Fidelity NFS New Account Platform
- 2001 - 2013 Owner OSJ Branch 2001-2017, RIA 2018-2019 Capital Asset Advisors LLC -2001-2019 @ Cambridge Investment/Minert Financial/Capital Asset Advisors LLC
- 2001 - 2012 Executive - Financial Advisor and Technology Executive @ Series 24, 7
- 2001 - 2004 Corporate Position with Large Broker Dealer Fixed Income Manager and OSJ Branch Manager @ Large Individually Owned Broker Dealer
- 2000 - 2001 Financial Advisor Private Banking @
- 1987 - 2000 Vice President @ Peacock, Hislop
- 1986 - 1987 Account Executive-Stockbroker @
Tim Minert Education
- University of Nebraska - Lincoln
(Economics)
1981 - 1986 - University of Nebraska–Lincoln
(Economics)
Tim Minert Skills
- Series 24
- Trading
- Financial Advisory
- Customer Relations
- Fixed Income
Tim Minert Summary
- Tim Minert, based in Scottsdale, AZ, US, is currently a Capital Asset Advisor EVP Blueleaf EVP at Capital Asset Advisors & Blueleaf. Tim Minert brings experience from previous roles at Blueleaf.com, AdvisorStream, AdvisorPeak, Inc and Redtail Technology. Tim Minert holds a 1981 - 1986 University of Nebraska - Lincoln. With a robust skill set that includes Series 24, Trading, Financial Advisory, Customer Relations, Fixed Income and more. Tim Minert has 3 emails and 1 mobile phone numbers on RocketReach.
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