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Timothy Jones Location
Boston, MA, US
Timothy Jones Work
2024 -now Partner, Senior Wealth Advisor @
2014 -2024 Senior Vice President @
2002 -2014 Senior Vice President @
1999 -2002 Vice President @
1995 -1999 Vice President @
Timothy Jones Education
Boston University Questrom School of Business
Master of Business Administration (M.B.A.)
1997-2000
Lake Forest College
Bachelor of Arts (B.A.) (Business Administration and Management, General)
1989-1993
Noble and Greenough School
Diploma
1983-1989
Timothy Jones Skills
Leadership
Microsoft Office
Customer Service
Portfolio Management
Commercial Banking
Loans
Small Business Lending
Financial Services
Hedge Funds
Timothy Jones Summary
Timothy Jones, based in Boston, MA, US, is currently a Partner, Senior Wealth Advisor at PUREfi Wealth. Timothy Jones brings experience from previous roles at UBS Financial Services, Merrill Lynch, Thomas Weisel Partners and Fidelity Investments. Timothy Jones holds a 1997 - 2000 Master of Business Administration (M.B.A.) @ Boston University Questrom School of Business. With a robust skill set that includes Leadership, Microsoft Office, Customer Service, Portfolio Management, Commercial Banking and more. Timothy Jones has 1 emails and 3 mobile phone numbers on RocketReach.
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