Timothy Irvin Email & Phone Number
Principal @ CAPTRUST
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Timothy Irvin Location
- New York, NY, US
Timothy Irvin Work
- 2026 -now Principal @
- 2021 -2026 Senior Financial Advisor @
- 2018 -2021 Director, Corporate Markets Practice Leader @ Cammack Retirement Group
- 2016 -2018 Consultant, Corporate Markets Practice Leader @ Cammack Retirement Group
- 2014 -2016 Senior Account Manager @ Cammack Retirement Group
- 2013 -2014 Retirement Plan Consultant @
- 2013 -2013 Retirement Services Account Executive @
- 2011 -2012 Retirement Services Associate @
- 2010 -2011 Retirement Services Administrator @
- 2009 -2010 Fraud Analyst @
Timothy Irvin Education
- New York University - Leonard N. Stern School of Business 2010-2012
- Villanova University 2005-2008
Timothy Irvin Skills
- Pensions
- Defined Contribution
- Retirement Planning
- Financial Planning
- Investments
- Relationship Management
- Finance
- 401K Retirement Savings Plans
- 401k
- Series 66
- Asset Allocation
- Financial Services
- Mutual Funds
- FINRA
- 403 b
- Investment Strategies
- Microsoft Excel
- Defined Benefit
- Disability Insurance
- Pension Funds
- Management
- Due Diligence
- Trading
- Retirement
- Series 7
- Employee Benefits
- 401 Retirement Savings Plans
Timothy Irvin Summary
- Timothy Irvin, based in New York, NY, US, is currently a Principal at CAPTRUST. Timothy Irvin brings experience from previous roles at CAPTRUST and Cammack Retirement Group. Timothy Irvin holds a 2010 - 2012 New York University - Leonard N. Stern School of Business. With a robust skill set that includes Pensions, Defined Contribution, Retirement Planning, Financial Planning, Investments and more. Timothy Irvin has 1 emails and 1 mobile phone numbers on RocketReach.
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