Private Account Management Specialist @ (August 2022 - February 2026)
Partner - National Sales @ (February 2021 - August 2022)
Regional Vice President @ (October 2019 - July 2020)
National Sales Manager @ Linde, Hansen & Co., LLC (May 2012 - October 2019)
Tim O'Donovan Education
Gettysburg College
B.A. (Economics, Spanish)
1994-1998
Thayer Leadership Development Group
United States Military Academy at West Point
Tim O'Donovan Skills
Mutual Funds
Securities
ETFs
Business Development
Asset Allocation
Investments
Investment Strategies
Retirement Planning
401k
Equities
Alternative Investments
Financial Planning
Retirement
Fixed Annuities
Strategic Financial Planning
401(k) Retirement Savings Plans
Annuities
Bonds
Annuity
Sales
Outside Sales
Budgeting
Product Marketing
Budget Management
Scheduling
Strategic Planning
Public Relations
Leadership
Business Relationship Management
Public Speaking
Relationship Building
Management
Organization Skills
Problem Solving
Coaching
Separately Managed Accounts
Series 65
Roth IRA
Managing Accounts
IRA's
Stocks
Managed Accounts
529 Plans
Rollovers
Indices
internal sales
Key Account Relationship Building
Flexible Approach
Series 7
mutual fund operations
Customer Service
Strategy
401k Retirement Savings Plans
Business Strategy
401 Retirement Savings Plans
Tim O'Donovan Summary
Tim O'Donovan, based in Park Ridge, NJ, US, is currently a Client Advisory Specialist at Neuberger Berman. Tim O'Donovan brings experience from previous roles at Lord, Abbett & Co. LLC, City Different Investments, Catalyst Funds and Linde, Hansen & Co., LLC. Tim O'Donovan holds a 1994 - 1998 B.A. in Economics, Spanish @ Gettysburg College. With a robust skill set that includes Mutual Funds, Securities, ETFs, Business Development, Asset Allocation and more. Tim O'Donovan has 1 emails and 2 mobile phone numbers on RocketReach.
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