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Timothy Hole Location
Boston, MA, US
Timothy Hole Work
2021 -now Managing Director @
2020 -2021 Partner, Director of Financial Planning @ The MFA Companies
2017 -2020 Senior Financial Advisor @ The MFA Companies
2015 -2017 Financial Advisor @
2011 -2014 Project Manager @
2010 -2014 Test Engineer @
2009 -2010 Analyst and Program Management Specialist @
Timothy Hole Education
Yale School of Management
Executive Education (Investment Management Theory & Practice)
2020-2020
Bryant University 2018
The University of Rhode Island
BS (Business Administration and Management, General)
2009
Timothy Hole Skills
Wealth Management
Financial Planning
Certified Financial Planner
Asset Management
Estate Planning
Financial Advisory
Financial Analysis
Program Management
Retirement Planning
Analysis
Defense
Integration
Leadership
Project Management
Project Planning
Security Clearance
Systems Engineering
Timothy Hole Summary
Timothy Hole, based in Boston, MA, US, is currently a Managing Director at Baker Tilly US. Timothy Hole brings experience from previous roles at The MFA Companies, Morgan Stanley and Rite-Solutions, Inc.. Timothy Hole holds a 2020 - 2020 Executive Education in Investment Management Theory & Practice @ Yale School of Management. With a robust skill set that includes Wealth Management, Financial Planning, Certified Financial Planner, Asset Management, Estate Planning and more. Timothy Hole has 2 emails and 2 mobile phone numbers on RocketReach.
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