Tim Steffens Email & Phone Number
Regional Director | Independent Advisor Group @ Dimensional Fund Advisors
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Tim Steffens Location
- San Diego, CA, US
Tim Steffens Work
- 2023 -now Regional Director | Independent Advisor Group @
- 2023 -2023 Regional Director and Client Services Manager @
- 2021 -2023 Senior Associate, Financial Advisor Services @
- 2018 -2021 Associate, Financial Advisor Services @
- 2018 -2018 Assigned Representative - Flagship (High Net Worth) @
- 2017 -2018 Client Services Specialist - Flagship (High Net Worth) @
- 2015 -2016 Sales Associate @
Tim Steffens Education
- Liberty University
Bachelor's degree (Business Administration: Finance and Economics)
- Wake Forest University
Certificate of Financial Planning (Financial Planning and Services)
Tim Steffens Skills
- Leadership
- Team Building
- Strategic Planning
- Customer Service
- Management
- Sales
- Writing
- Lesson Planning
- Troubleshooting
- Microsoft Office
- Health Insurance
- Event Planning
- Microsoft Word
- Public Speaking
- Social Media
- Microsoft Excel
- Time Management
Tim Steffens Summary
- Tim Steffens, based in San Diego, CA, US, is currently a Regional Director | Independent Advisor Group at Dimensional Fund Advisors. Tim Steffens brings experience from previous roles at Dimensional Fund Advisors and Vanguard. Tim Steffens holds a Bachelor's degree in Business Administration: Finance and Economics @ Liberty University. With a robust skill set that includes Leadership, Team Building, Strategic Planning, Customer Service, Management and more. Tim Steffens has 2 emails on RocketReach.
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