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
- Strategic Account Director, Wealth Advisory @ (April 2023 - Present)
- Regional Director @ (April 2017 - December 2022)
- Vice President - Etf Consultant @ (May 2014 - April 2017)
- Investment Management Consultant- Ishares Etf's @ (April 2011 - April 2014)
- Business Development Associate - Ishares Private Client Group @ (August 2007 - April 2011)
- Financial Advisor @ (July 2005 - August 2007)
- Loan Officer @ Sb Financial/Bridgeway Property Solutions (October 2003 - June 2005)
- Analyst @ (November 2001 - August 2003)
Timothy Whelan Education
- University of Pennsylvania
(Management)
2010-2011 - Skidmore College
Bachelor Of Science (Business Administration)
1997-2001
Timothy Whelan Skills
- Alternative Investments
- Analytical Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Customer Relationship Management (CRM)
- ETFs
- Equities
- Finance
- Financial Advisory
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Equity
- Real Estate
- Securities
- Series 63
- Series 7
- Wealth Management
- Wealth Management Services
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. With a robust skill set that includes Alternative Investments, Analytical Skills, Asset Allocation, Asset Management, Asset Managment and more. Timothy Whelan has 1 emails and 2 mobile phone numbers on RocketReach.
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