Tim Winter Location
San Diego, CA, US
Tim Winter Work
- 2014 - now President @ Steward Family Office
- 2004 - 2014 Vice President @ Merrill Lynch Family Office
- 2002 - 2004 Financial Analyst @ Foley's
Tim Winter Education
- Mays Business School - Texas A&M University
Masters (Finance)
2000 - 2002 - Oklahoma Christian University
Bachelors (Business Management)
1996 - 2000
Tim Winter Skills
- Financial Modeling
- Portfolio Management
- Financial Analysis
- Investments
- Wealth Management
- Corporate Finance
- Due Diligence
- Strategy
- Risk Management
- Microsoft Office
Tim Winter Summary
Tim Winter, based in San Diego, CA, US, is currently a President at Steward Family Office. Tim Winter brings experience from previous roles at Merrill Lynch Family Office and Foley's. Tim Winter holds a 2000 - 2002 Masters in Finance @ Mays Business School - Texas A&M University. With a robust skill set that includes Financial Modeling, Portfolio Management, Financial Analysis, Investments, Wealth Management and more. Tim Winter has 2 emails and 1 mobile phone numbers on RocketReach.
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