Tim O'Connor, CIMA®

Tim o'connor, cima®

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location of Tim O'Connor, CIMA®United States
Phone number of Tim O'Connor, CIMA®+91 xxxx xxxxx
Followers of Tim O'Connor, CIMA®1000 followers
  • Timeline

    Aug 2012 - Dec 2019

    Investment Management Associate

    BlackRock
    Dec 2019 - Jan 2023

    Vice President, Business Development Manager

    Morgan Stanley
    Feb 2024 - Feb 2025

    First Vice President, Business Development Manager

    Morgan Stanley
    Current Company
    Feb 2025 - now

    Vice President, Market Sales Manager

    Wells Fargo Advisors
  • About me

    Vice President, Market Sales Manager at Wells Fargo Advisors

  • Education

    • James madison university

      -
      Bachelor's degree finance
  • Experience

    • Blackrock

      Aug 2012 - Dec 2019
      • Investment Management Associate

        Aug 2014 - Dec 2019
      • Sales Support Representative

        Aug 2013 - Aug 2014
      • Sales Associate

        Aug 2012 - Aug 2013
    • Morgan stanley

      Dec 2019 - Jan 2023
      Vice president, business development manager
    • Morgan stanley

      Feb 2024 - Feb 2025
      First vice president, business development manager

      ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html. Show less

    • Wells fargo advisors

      Feb 2025 - now
      Vice president, market sales manager
  • Licenses & Certifications

    • Series 66

      Financial industry regulatory authority (finra)
    • Certified investment management analyst® (cima®)

      Investments & wealth institute
      Sept 2018
      View certificate certificate
    • Series 7

      Financial industry regulatory authority (finra)