1998 -2001 SENIOR FINANCIAL SPECIALIST @ FIRST UNION NATIONAL BANK
1989 -1998 BRANCH PRESIDENT @ TRANSOUTH FINANCIAL SERVICES, INC.
Tim Spaulding Education
The American College
FSCP (Financial Planning and Services)
2014-2015
COLLEGE OF CENTRAL FLORIDA
(CRIMINAL JUSTICE)
1984-2011
Dale Carnegie Training 1995-1995
CITRUS HIGH SCHOOL, INVERNESS FLORIDA
HS DIPLOMA (GENERAL)
1981-1983
Tim Spaulding Skills
Retirement Planning
Investments
Strategic Financial Planning
Financial Analysis
Mutual Funds
Series 7
Wealth Management
Retirement
Fixed Annuities
Insurance
Securities
Portfolio Management
Series 63
Estate Planning
Life Insurance
Banking
Risk Management
Financial Modeling
Asset Management
Financial Reporting
Finance
Mortgage Lending
Financial Planning
Long Term Care
Variable Annuities
Financial Services
Universal Life
Tim Spaulding Summary
Tim Spaulding, based in Ocala, FL, US, is currently a DIRECTOR OF OPERATIONS at MICHAEL CARROLL ALLSTATE AGENCIES. Tim Spaulding brings experience from previous roles at MICHAEL CARROLL ALLSTATE AGENCIES, METLIFE FINANCIAL SERVICES, FIRST UNION NATIONAL BANK and TRANSOUTH FINANCIAL SERVICES, INC.. Tim Spaulding holds a 2014 - 2015 FSCP in Financial Planning and Services @ The American College. With a robust skill set that includes Retirement Planning, Investments, Strategic Financial Planning, Financial Analysis, Mutual Funds and more. Tim Spaulding has 3 emails and 2 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.