Tim Su Email & Phone Number
Head of Operations @ Alpha Morris
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Tim Su Location
- New York, NY, US
Tim Su Work
- Head of Operations @ (January 2025 - Present)
- Director of Sales @ (June 2022 - May 2024)
- Senior Account Manager @ (September 2020 - June 2022)
- Account Executive, Financial Advisor Partnerships @ (January 2019 - November 2019)
- Account Executive @ (October 2017 - December 2018)
- Investment Advisor Representative @ (January 2010 - October 2017)
- Account Executive @ (March 2025 - Present)
Tim Su Education
- Grove City College
B.S.
2005-2009
Tim Su Skills
- Leadership
- Analytical
- Sales
- Investments
- Management
- Business-to-Business (B2B)
- Cold Calling
- Deal Closure
- Direct Sales
- Sales Process
- Sales Enablement
- Customer Relationship Management (CRM)
- Sales Prospecting
- Exceeding Quotas
- FinTech
- Consultative Selling
- Salesforce.com
- Business Development
- Start-ups
- Strategy
- Hunter
- Financial Services
- Financial Technology
- Account Management
- Lead Generation
- Financial Planning
- Asset Management
- Business Initiatives
- Strategic Business Initiatives
- Client Prospecting
- Prospect Research
- Qualifying Prospects
- Prospecting Skills
- Strategic Prospecting
- Prospect Qualification
- Sales Leads
- Employee Training
- Training
- Microsoft Excel
- Traditional IRA
- Portfolio Management
- Microsoft Word
- Variable Annuities
- Public Speaking
- Team Leadership
- Finance
- Long Term Care
- Roth IRA
- Engineering
- Retirement Planning
- Mutual Funds
- Life Insurance
- Microsoft Office
- Financial Analysis
- Start Ups
- Customer Relationship Management
- Business to Business
Tim Su Summary
- Tim Su, based in New York, NY, US, is currently a Head of Operations at Alpha Morris. Tim Su brings experience from previous roles at Chapter, Pontera, SmartAsset and SJ Carroll Jr., Inc.. Tim Su holds a 2005 - 2009 B.S. @ Grove City College. With a robust skill set that includes Leadership, Analytical, Sales, Investments, Management and more. Tim Su has 4 emails and 1 mobile phone numbers on RocketReach.
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