Timothy Georgen Email & Phone Number
Business Development Officer @ Williams Jones Wealth Management
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Timothy Georgen Location
- Palm Beach, FL, US
Timothy Georgen Work
- Business Development Officer @ (March 2024 - Present)
- Portfolio Counselor @ (April 2022 - March 2024)
- Sales Vice President @ (August 2020 - May 2022)
- Wealth Management Consultant @ (May 2018 - August 2020)
- Client Services @ (June 2016 - May 2018)
- Life Wholesaler @ (July 2014 - February 2016)
- Sales Operations @ (June 2013 - July 2014)
Timothy Georgen Education
- Roger Williams University
Bachelor of Science (Business, Management,)
2008-2012
Timothy Georgen Skills
- Retirement Planning
- Investments
- Financial Planning
- Consultations
- Series 6
- Finra series 65
- Life & Health Insurance Licenses
- Point of sale
- CRM
- Salesforce.com
- Microsoft Word
- PowerPoint
- Microsoft Office
- Leadership
- Microsoft Excel
- Research
- Sales
- Customer Service
- Public Speaking
- Insurance
- Event Planning
- Teamwork
- Social Media
- Social Networking
- Fixed Annuities
- Team Leadership
- Strategic Planning
Timothy Georgen Summary
- Timothy Georgen, based in Palm Beach, FL, US, is currently a Business Development Officer at Williams Jones Wealth Management. Timothy Georgen brings experience from previous roles at Fisher Investments, Highland Capital Brokerage, Saybrus Partners and Vanguard. Timothy Georgen holds a 2008 - 2012 Bachelor of Science in Business, Management, @ Roger Williams University. With a robust skill set that includes Retirement Planning, Investments, Financial Planning, Consultations, Series 6 and more. Timothy Georgen has 2 emails and 1 mobile phone numbers on RocketReach.
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