Timothy Shields Email & Phone Number

Vice President of Wealth Operations @ Citizens

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Timothy Shields Location

Charlotte, NC, US

Timothy Shields Work

2026 - now Vice President of Wealth Operations @ Citizens
2023 - 2026 Vice President of Advisor Operations @ LPL Financial
2021 - 2023 Supervising Principal @ TIAA

2014 - 2023 Senior Operations Manager @ TIAA
2015 - 2022 Senior Manager Operations and Sole Recordkeeping Operations @ TIAA
1996 - 2013 Senior Operations Manager @ Fidelity Investments

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Timothy Shields Education

University of South Carolina
Master of Business Administration - MBA (Business Administration and Management, General)
2016 - 2020
Queens University of Charlotte
BS (Business Administration and Management, General)
1991 - 1995

Timothy Shields Skills

Performance Reporting
Resource Management
Procedure Creation

Data Reconciliation
Problem Solving
Technical Subject Matter
General Management
Supervisory Skills
Series 7
Subject Matter Experts

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Timothy Shields Summary

Timothy Shields, based in Charlotte, NC, US, is currently a Vice President of Wealth Operations at Citizens. Timothy Shields brings experience from previous roles at LPL Financial and TIAA. Timothy Shields holds a 2016 - 2020 Master of Business Administration - MBA in Business Administration and Management, General @ University of South Carolina. With a robust skill set that includes Performance Reporting, Resource Management, Procedure Creation, Data Reconciliation, Problem Solving and more. Timothy Shields has 2 emails and 2 mobile phone numbers on RocketReach.

Timothy Shields Emails

Found 2 emails

Timothy Shields Phone Numbers

Found 3 phone numbers

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