Timothy Brown Email & Phone Number
Senior Financial Advisor @ Montis Financial
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Timothy Brown Location
- Boise, ID, US
Timothy Brown Work
- 2023 -now Senior Financial Advisor @
- 2018 -2023 Family Officer @ 360° Family Office
- 2012 -2018 Managing Member @ 360° Wealth Resources
- 2006 -2012 Wealth Manager @
Timothy Brown Education
- Pepperdine Graziadio Business School
Financial Management for the Family Office (Financial Management for the Family Office , Family and Consumer Sciences/Human Sciences Business Services)
2019-2019 - Investments and Wealth Institute
Certified Retirement Management Analyst (RMA) (Certified Retirement Management Analyst (RMA), Practical Retirement Income Solutions)
2016-2017 - Institute for Divorce Financial Analysts
(Specialized training in the field of pre-divorce financial planning.)
2011-2012 - Dimensional Funds
Dimensional Advisor (Dimensional Advisor , The Truth of Investment Performance 1936-present)
2011-2011 - UCLA Extension
Personal Financial Planner (Personal Financial Planner , Personal Financial Planning Curriculumn)
1982-1984 - San Diego State University-California State University
(Business Administration and Management, General)
1978-1980 - Cleveland High School
High School Graduate (High School Graduate, Football, Track & Fun)
1975-1977
Timothy Brown Summary
- Timothy Brown, based in Boise, ID, US, is currently a Senior Financial Advisor at Montis Financial. Timothy Brown brings experience from previous roles at 360° Family Office, 360° Wealth Resources and First Financial Advisors. Timothy Brown holds a 2019 - 2019 Financial Management for the Family Office in Financial Management for the Family Office , Family and Consumer Sciences/Human Sciences Business Services @ Pepperdine Graziadio Business School. Timothy Brown has 1 emails and 1 mobile phone numbers on RocketReach.
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