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Tim Woodall Location
Newport Beach, CA, US
Tim Woodall Work
Managing Partner @ (June 2024 - Present)
Managing Director and Wealth Partner @ (July 2023 - June 2024)
Managing Director @ (September 2015 - July 2023)
Senior Vice President-Wealth Management @ (January 2009 - September 2015)
Vice President-Investments @ (January 1998 - January 2009)
Tim Woodall Education
Autodidact 1971-2017
Tim Woodall Skills
Hedge Funds
Retirement Planning
Asset Management
Series 7
Wealth Management
Investments
Portfolio Management
Financial Modeling
Investment Strategies
Management
Investment Advisory
Investment Management
Sales Management
Financial Analysis
Fixed Income
Alternative Investments
Equities
Series 63
Asset Allocation
Mutual Funds
Tim Woodall Summary
Tim Woodall, based in Newport Beach, CA, US, is currently a Managing Partner at Highway One Capital. Tim Woodall brings experience from previous roles at J.P. Morgan, First Republic Private Wealth Management, UBS Financial Services, Inc. and Merrill Lynch. Tim Woodall holds a 1971 - 2017 Autodidact. With a robust skill set that includes Hedge Funds, Retirement Planning, Asset Management, Series 7, Wealth Management and more. Tim Woodall has 2 emails and 3 mobile phone numbers on RocketReach.
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