Timothy Treacy Email & Phone Number
Senior Vice President, Investments @ Wintrust Wealth Management
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Timothy Treacy Location
- Chicago, IL, US
Timothy Treacy Work
- 2024 -now Senior Vice President, Investments @
- 2017 -2024 First Vice President, Investments @
- 2014 -2017 Vice President, Investments @
- 2007 -2013 Financial Advisor @
- 2006 -2006 Jr. Analyst @ GE Money
Timothy Treacy Education
- DePaul University
(Candidate for CFP Board's Certification)
2009-2010 - Gies College of Business - University of Illinois Urbana-Champaign
Finance (Sigma Chi)
2003-2007
Timothy Treacy Skills
- Uniform Combined State Law
- Portfolio Management
- Estate Planning
- Investments
- Wealth Accumulation
- Financial Planners
- Finance
- Financial Analysis
- Wealth
- Retirement Planning
- Equities
- Series 7
Timothy Treacy Summary
- Timothy Treacy, based in Chicago, IL, US, is currently a Senior Vice President, Investments at Wintrust Wealth Management. Timothy Treacy brings experience from previous roles at Wintrust Wealth Management and GE Money. Timothy Treacy holds a 2009 - 2010 DePaul University. With a robust skill set that includes Uniform Combined State Law, Portfolio Management, Estate Planning, Investments, Wealth Accumulation and more. Timothy Treacy has 1 emails and 2 mobile phone numbers on RocketReach.
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