Timothy Staley Email & Phone Number
President
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Timothy Staley Location
- Austin, TX, US
Timothy Staley Work
- 2013 -now President @ InvestScam
- 2002 -now Principal Cofounder @ Capital Ventures Inc.
- 2015 -2018 Portfolio Development Director @ Fundamental Financial
- 2013 -2015 Senior Financial Advisor @
- 2012 -2014 Vice President, Investments @
- 2010 -2012 Vice President, Investments @
- 2007 -2010 Vice President, Investments @ Visionary Solutions
- 2003 -2006 Managing Partner @ Commonwealth Group
- 2004 -2006 Senior Lease Banker @ Marquette Financial
Timothy Staley Education
- Boston University
CFP Designation (In Process)
2013-2014 - University of Utah - David Eccles School of Business
BS
1986-1991 - University of Utah - David Eccles School of Business
Bachelor of Science (B.S.)
1986-1991 - Kemper Academy
Diploma
1980-1984
Timothy Staley Skills
- Financial Advisory
- Due Diligence
- Financial Modeling
- Investment Strategies
- 401k
- Investment Management
- Portfolio Management
- Investment Banking
- Retirement Plan Consulting
- Pensions
- Separately Managed Accounts
- Endowments
- ERISA
- Investment Advisory Services
- Data Analytics
- Interpersonal Skills
- Leadership
- Relationship Building
- Loans
- Financial Analysis
- Strategic Planning
- Microsoft Excel
- Nursing
- Customer Service
- Strategy
Timothy Staley Summary
- Timothy Staley, based in Austin, TX, US, is currently a President at InvestScam. Timothy Staley brings experience from previous roles at Capital Ventures Inc., Fundamental Financial, AXA Advisors and Alhambra Investment Partners LLC. Timothy Staley holds a 2013 - 2014 CFP Designation (In Process) @ Boston University. With a robust skill set that includes Financial Advisory, Due Diligence, Financial Modeling, Investment Strategies, 401k and more. Timothy Staley has 2 emails and 1 mobile phone numbers on RocketReach.
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