Tim Wolff Email & Phone Number
Senior Business Development Representative @ UMB Bank
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Tim Wolff Location
- Castle Rock, CO, US
Tim Wolff Work
- 2026 -now Senior Business Development Representative @
- 2023 -2026 Regional Sales Director @
- 2023 -now Founder and President @
- 2020 -2023 Regional Vice President @
- 2019 -2020 Executive Vice President - National Sales Manager @
- 2019 -2019 Sales Vice President @
- 2016 -2019 Regional Vice President @
- 2011 -2016 Regional Vice President - Mutual Funds @
- 2004 -2011 Regional Vice President - Annuities @
- 2002 -2004 National Sales Manager @ Choice Investment Management
- 2001 -2002 Regional Marketing Manager @
- 1993 -2001 Various - Manager, Supervisor, Representative @
Tim Wolff Education
- Metropolitan State University of Denver
(Finance & Economics)
1991-1996
Tim Wolff Skills
- Wholesale
- Revenue Generation
- Retirement
- Retirement Solutions
- Organization Skills
- Market Knowledge
- Variable Annuities
- Fixed Annuities
- Sales
- Financial Services
- Mutual Funds
- Investments
- Retirement Planning
- Series 63
- Asset Allocation
- Wealth Management
- 401(k) Retirement Savings Plans
- Alternative Investments
- Investment Strategies
- Securities
- Financial Planning
- Finance
- Life Insurance
- Marketing
- Entrepreneurship
- Management
- Customer Service
- Series 7
- Life Insurance Licensed
- Annuity Sales
- Consultative Selling
- Account Management
- Lead Generation
- Strategic Planning
- Business Development
- Business Strategy
- Consulting
- Strategic Leadership
- Coaching
- Sales Management
- New Business Generation
- New Business Opportunities
- Marketing Strategy
- Start-up Ventures
- Self-confidence
- Sales Operations
- Sales Process
- Sales Presentations
- Leadership
- Executive Management
Tim Wolff Summary
- Tim Wolff, based in Castle Rock, CO, US, is currently a Senior Business Development Representative at UMB Bank. Tim Wolff brings experience from previous roles at Saybrus Partners, Stogie Balls, LLC, Delaware Life Insurance Company and Parsonex Capital Partners. Tim Wolff holds a 1991 - 1996 Metropolitan State University of Denver. With a robust skill set that includes Wholesale, Revenue Generation, Retirement, Retirement Solutions, Organization Skills and more. Tim Wolff has 2 emails and 1 mobile phone numbers on RocketReach.
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