Timothy Whelan Email & Phone Number
Strategic Account Director, Wealth Advisory @ Juniper Square
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Timothy Whelan Location
- Charlotte, NC, US
Timothy Whelan Work
- 2023 -now Strategic Account Director, Wealth Advisory @
- 2017 -2022 Regional Director @
- 2014 -2017 Vice President - Etf Consultant @
- 2011 -2014 Investment Management Consultant- Ishares Etf's @
- 2007 -2011 Business Development Associate - Ishares Private Client Group @
- 2005 -2007 Financial Advisor @
- 2003 -2005 Loan Officer @ Sb Financial/Bridgeway Property Solutions
- 2001 -2003 Analyst @
Timothy Whelan Education
- University of Pennsylvania
(Management)
2010-2011 - Skidmore College
Bachelor Of Science (Business Administration)
1997-2001
Timothy Whelan Summary
- Timothy Whelan, based in Charlotte, NC, US, is currently a Strategic Account Director, Wealth Advisory at Juniper Square. Timothy Whelan brings experience from previous roles at Dimensional Fund Advisors, DWS Investments and Blackrock. Timothy Whelan holds a 2010 - 2011 University of Pennsylvania. Timothy Whelan has 2 emails and 2 mobile phone numbers on RocketReach.
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