Tim O'Mara Email & Phone Number
Managing Partner
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Tim O'Mara Location
- Windermere, FL, US
Tim O'Mara Work
- 2026 -now Managing Partner @ Opima Capital Management
- 2024 -2026 Managing Director, Banker @
- 2023 -2024 Managing Director | Senior Investment Advisor @
- 2022 -2023 Director, UHNW Investment Counselor @
- 2018 -2022 Director, North America Head of Hedge Fund Sales and Strategy @
- 2017 -2018 Senior VP, Managed Investments Strategist @
- 2014 -2017 Senior VP, Investment Counselor @
- 2012 -2014 Investment Representative @
- 2008 -2011 Financial Advisor @
- 2005 -2008 Account Executive and District Manager @
Tim O'Mara Education
- University of Central Florida
BSBA (Finance)
2000-2004
Tim O'Mara Skills
- Investment Advisory Services
- Retail Brokerage
- Investments
- Portfolio Management
- Alternative Investments
- Asset Management
- Finance
- Series 7
- Loans
- Financial Advisory
- Financial Analysis
- Mortgage Lending
- Securities
- Mutual Funds
- Capital Markets
- Sales
- Investment Strategies
- Asset Allocation
- Relationship Management
- Family Office
Tim O'Mara Summary
- Tim O'Mara, based in Windermere, FL, US, is currently a Managing Partner at Opima Capital Management. Tim O'Mara brings experience from previous roles at J.P. Morgan Private Bank, Wilmington Trust and Citi. Tim O'Mara holds a 2000 - 2004 BSBA in Finance @ University of Central Florida. With a robust skill set that includes Investment Advisory Services, Retail Brokerage, Investments, Portfolio Management, Alternative Investments and more. Tim O'Mara has 3 emails and 2 mobile phone numbers on RocketReach.
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