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 @ Juniper Square
2017 - 2022 Regional Director @ Dimensional Fund Advisors
2014 - 2017 Vice President - Etf Consultant @ DWS Group

2011 - 2014 Investment Management Consultant- Ishares Etf's @ BlackRock
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2007 - 2011 Business Development Associate - Ishares Private Client Group @ BlackRock
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2005 - 2007 Financial Advisor @ Edward Jones
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2003 - 2005 Loan Officer @ Sb Financial/Bridgeway Property Solutions
2001 - 2003 Analyst @ Brown Brothers Harriman

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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 1 mobile phone numbers on RocketReach.

Timothy Whelan Emails

Found 2 emails

Timothy Whelan Phone Numbers

Found 6 phone numbers

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Others Named Timothy Whelan

Timothy Whelan

Partner at Romano Stancroff PC

El Segundo, CA, US
1
- hotmail.com
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- +1 310-784-XXXX
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Timothy Whelan

Account Executive at AlphaCo Logistics, Inc.

Savannah, GA, US
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- gmail.com
- avengerlogistics.com
- supplychainsolutionscorp.com
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- +1 912-898-XXXX
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Bo Kim

Chief Information Officer at Juniper Square

San Jose, CA, US
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Michael Megaw

Senior Vice President at Juniper Square

New York, NY, US
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- +1 201-683-XXXX
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Daniel Lipkin

VP Engineering (Data) at Juniper Square

San Mateo, CA, US
4
- comcast.net
- hotmail.com
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- +1 650-868-XXXX
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Sriprasana Ram

VP, Controller at Juniper Square

California, United States
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