Tim Wolfcale Email & Phone Number
Director of Financial Advisor Services @ CORDA Investment Management
5 free lookup(s).
Tim Wolfcale Location
- Austin, TX, US
Tim Wolfcale Work
- 2022 -now Director of Financial Advisor Services @
- 2013 -2022 Senior Relationship Manager @
- 2011 -2013 Financial Advisor @
- 2005 -2013 Board @ Westlake Youth Lacrosse
- 2008 -2010 Agent and Financial Advisor @
- 2004 -2007 Financial Advisor @
- 2000 -2003 Financial Advisor @
- 1994 -1999 VP and Capital Markets Manager @
- 1986 -1994 Branch Manager and Los Angeles @ Brown & Company
Tim Wolfcale Education
- University of Florida
BA (Economics & Political Science)
Tim Wolfcale Skills
- Wealth Management
- Strategic Financial Planning
- Retirement Planning
- Investments
- Series 7
- Portfolio Management
- Life Insurance
- Asset Managment
- Project Management
- Mutual Funds
- Asset Management
- Investment Strategies
- Finance
- Investment Management
- Asset Allocation
- Securities
- Financial Planning
- Business Development
- 401(k) Retirement Savings Plans
- Investment Advisory
- Financial Markets
- Fixed Income
Tim Wolfcale Summary
- Tim Wolfcale, based in Austin, TX, US, is currently a Director of Financial Advisor Services at CORDA Investment Management. Tim Wolfcale brings experience from previous roles at CORDA Investment Management, Blue Waters Advisory Group, Westlake Youth Lacrosse and New York Life Insurance Company. Tim Wolfcale holds a BA in Economics & Political Science @ University of Florida. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Retirement Planning, Investments, Series 7 and more. Tim Wolfcale has 2 emails and 3 mobile phone numbers on RocketReach.
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Others Named Tim Wolfcale
Tim Wolfcale
Director of Financial Advisor Services
Austin, TX, US
Top CORDA Investment Management Employees
Tim Wolfcale
Director of Financial Advisor Services
Austin, TX, US
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Nancy Genitempo
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Kevin Hopkins
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Houston, TX, US
Shane Bulgerin
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Jamie Carmack
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Tyler, TX, US
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