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Timothy Scanlon Location
Glen Allen, VA, US
Timothy Scanlon Work
2021 -now Vice President of Wealth Management @
2014 -now Vice President- Wealth Manager @ Deep Run Financial
2014 -2021 Advisory Representative @ Lincoln Financial Securities
2004 -2014 Financial Advisor @ LPL Financial
2001 -2004 Financial advisor @
Timothy Scanlon Education
Elon University - Martha and Spencer Love School of Business
Bachelor's degree (Economics)
1986-1991
Timothy Scanlon Skills
Microsoft Excel
Retirement
Finance
Investment Strategies
Securities
FINRA
Strategic Financial Planning
Investments
Financial Analysis
Insurance
Financial Modeling
Banking
Risk Management
Credit
Accounting
Financial Reporting
Customer Service
Budgets
Corporate Finance
Analysis
PowerPoint
Financial Planning
Financial Advisory
Retirement Planning
Series 7
Mutual Funds
Asset Allocation
Wealth Management
Financial Services
Asset Management
Life Insurance
Portfolio Management
Sales
Business Strategy
Timothy Scanlon Summary
Timothy Scanlon, based in Glen Allen, VA, US, is currently a Vice President of Wealth Management at Cambridge Investment Research, Inc.. Timothy Scanlon brings experience from previous roles at Deep Run Financial, Lincoln Financial Securities, LPL Financial and Raymond James Financial Inc.. Timothy Scanlon holds a 1986 - 1991 Bachelor's degree in Economics @ Elon University - Martha and Spencer Love School of Business. With a robust skill set that includes Microsoft Excel, Retirement, Finance, Investment Strategies, Securities and more. Timothy Scanlon has 1 emails and 1 mobile phone numbers on RocketReach.
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