Timothy McIntosh Email & Phone Number
Private Wealth Advisor @ Carpion Private Wealth
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Timothy McIntosh Location
- Southlake, TX, US
Timothy McIntosh Work
- Private Wealth Advisor @ (March 2024 - Present)
- Wealth Management Advisor @ (February 2023 - February 2024)
- Financial Advisor @ (April 2020 - February 2023)
- Director @ (July 2019 - April 2020)
- Director, Global Executive Search Lead @ (December 2017 - July 2019)
- Director @ (September 2014 - December 2017)
- Financial Advisor @ (May 2013 - September 2014)
- Managing Director and CEO @ (January 2000 - May 2013)
- Vice President @ (May 1997 - December 1999)
Timothy McIntosh Education
- University of Hawaii System
Bachelor's Degree (Economics)
1989-1990
Timothy McIntosh Skills
- Businessowners
- Multi-generational wealth transfer
- Wealth Preservation Planning
- Wealth Transfer
- Management
- Strategy
- Human Resources
- Leadership
- Mergers and Acquisitions
- Business Strategy
- Change Management
Timothy McIntosh Summary
- Timothy McIntosh, based in Southlake, TX, US, is currently a Private Wealth Advisor at Carpion Private Wealth. Timothy McIntosh brings experience from previous roles at mFORCE Capital, Merrill Lynch Wealth Management and Mastercard. Timothy McIntosh holds a 1989 - 1990 Bachelor's Degree in Economics @ University of Hawaii System. With a robust skill set that includes Businessowners, Multi-generational wealth transfer, Wealth Preservation Planning, Wealth Transfer, Management and more. Timothy McIntosh has 3 emails and 7 mobile phone numbers on RocketReach.
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