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
- Senior Vice President, Investments @ (January 2024 - Present)
- First Vice President, Investments @ (December 2017 - January 2024)
- Vice President, Investments @ (January 2014 - December 2017)
- Financial Advisor @ (May 2007 - December 2013)
- Jr. Analyst @ GE Money (April 2006 - August 2006)
Timothy Treacy Education
- DePaul University
Candidate for CFP Board's Certification
2009-2010 - Gies College of Business - University of Illinois Urbana-Champaign
Finance
2003-2007
Timothy Treacy Skills
- Equities
- Estate Planning
- Finance
- Financial Analysis
- Financial Planners
- Investments
- Portfolio Management
- Retirement Planning
- Series 7
- Uniform Combined State Law
- Wealth
- Wealth Accumulation
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 Candidate for CFP Board's Certification @ DePaul University. With a robust skill set that includes Equities, Estate Planning, Finance, Financial Analysis, Financial Planners and more. Timothy Treacy has 1 emails and 2 mobile phone numbers on RocketReach.
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