Timothy O'Hare Email & Phone Number
Senior Wealth Relationship Manager @ Wilmington Trust
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Timothy O'Hare Location
- New York, NY, US
Timothy O'Hare Work
- 2023 -now Senior Wealth Relationship Manager @
- 2015 -2023 Managing Director-Wealth Advisor @ Geller Advisors LLC
- 2010 -2012 Senior Vice President, Director of Tax and Financial Planning @ Lazard Wealth Management,LLC
- 2006 -2010 Director @
- 2002 -2006 SVP @
- 1998 -2002 SVP @
Timothy O'Hare Education
- Seton Hall University
MS (Taxation)
1999-2001 - Seton Hall University
BA (Accounting)
1983-1986
Timothy O'Hare Skills
- Wealth Management
- Estate Planning
- High Net Worth Individuals
- Alternative Investments
- Asset Managment
- Securities
- Private Equity
- Asset Allocation
- Investments
- Investment Advisory
- Trust Services
- Strategic Financial Planning
- Trusts
- Retirement Planning
- Estate Tax Planning
- Corporate Tax
- Tax
- Hedge Funds
- Equities
- Mutual Funds
- Financial Advisory
- Investment Management
- Financial Services
- Family Office
- CPA
- Wealth Management Services
- Investment Strategies
- Asset Management
- Financial Planning
- Diversity & Inclusion
- Multi-Cultural Team Leadership
- Organizational Leadership
- Talent Management
- Organizational Culture
- Team Leadership
- Financial Reporting
- Marketing
- Financial Analysis
Timothy O'Hare Summary
- Timothy O'Hare, based in New York, NY, US, is currently a Senior Wealth Relationship Manager at Wilmington Trust. Timothy O'Hare brings experience from previous roles at Geller Advisors LLC, Lazard Wealth Management,LLC, UBS and Bessemer Trust. Timothy O'Hare holds a 1999 - 2001 MS in Taxation @ Seton Hall University. With a robust skill set that includes Wealth Management, Estate Planning, High Net Worth Individuals, Alternative Investments, Asset Managment and more. Timothy O'Hare has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Wilmington Trust Employees
Kenneth Feinfield
Managing Director and Chief Fiduciary Officer
Los Angeles, CA, US
William Marder
Managing Director - Head of Project Finance
Greenwich, CT, US
Michael Curran
Managing Director, Senior Wealth Advisor
Boston, MA, US
Jonathan Dipaolo
Managing Director and Senior Wealth Advisor
Boston, MA, US
Ted Molin
Vice President
Wilmington, DE, US
Patricia Farrell
Managing Director, Market Leader
New York, NY, US
W. Sponenberg
Senior Vice President
Wilmington, DE, US
A.j. McCrery
Senior Vice President and Senior Investment Advisor
Wilmington, DE, US
Krish Marivada
Senior Vice President Information Technology
Wilmington, DE, US
Mark Oller
President - Family Wealth Delaware and Group Vice President
Wilmington, DE, US
William Bennett
Senior Vice President, Senior Wealth Investment Advisor
Wilmington, DE, US
Michael Keane
Chief Operating Officer
Washington, DC, US
Molly Ryan
Vice President, Wealth Investment Advisor
Wilmington, DE, US
Doris Meister
Chairman and CEO Emeritus Wilmington Trust
Palm Beach, FL, US
Curt Edwards
President, Southwest Florida
Naples, FL, US
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