Tim McNally

Experience

• 

  Aramark

  Jan 1987 - Jan 1993

  Senior Internal Auditor | Financial & Operational Audits | Business Advisor | Strategic Planning

  • Performed operational and financial audits of ARAMARK subsidiaries• Supervised three auditors during audits and reviews• Received three promotions in five years

• 

  Professional Services Associates

  Jan 1993 - Jan 1995

  General Partner | Business Advisor | Tax Management | Accountant | Auditor | Benefit Advisor

  • Prepared C-Corp, S-Corp, and individual tax returns• Consulted with small business owners on a quarterly basis to discuss short term and long term strategies• Provided advice to small business owners on benefit plans

• 

  Transamerica

  Jan 1995 - Jan 1997

  Regional Sales Consultant | 401k | Pension Plans | Mid-Atlantic Territory | Investments | Retirement

  • Sold full service and investment only pension plans through brokers and consultants to small businesses in the PA,NJ, and DE territory• Exceeded sales goals by 32% in 1997 and 16% in 1996

• 

  CitiStreet

  Jan 1998 - Jan 2000

  Regional Sales VP | 401k | Pension Plans | Mid-Atlantic Territory | Investments | Retirement

  • Led initiative to offer bundled retirement services to small and mid size pension plans through advisors in the PA,NJ, and DE territory• Conducted weekly seminars and workshops to discuss plan alternatives, investing for retirement, and employee education• Awarded Top Producer for Vice Presidents with less than five years experience

• 

  InvestorForce

  Jan 2000 - Jan 2003

  Regional Sales VP | Institutional Sales | Pension Plans | Public Funds | Foundations | Endowments

  • Sold online services to institutional investors and consultants in an attempt to facilitate search flow• Conducted online and face to face demonstrations of InvestorForce’s technology with pension plans, public funds, foundations, and endowments with over $300 million in assets• Sold the highest volume of traditional search activity in 2002 and executed the largest online hedge fund of fund search• Renewed 50 money manager clients, while assisting five customer relationship managers in the renewal of another 50 clients Show less

• 

  Vanguard

  Jan 2003 - Jan 2019

  As part of Vanguard's Institutional Advisory Services, I worked with foundations, endowments, pension plans and corporations to assess their needs, share best practices, and determine if Vanguard Institutional Advisory Services® (VIAS) can help them achieve their investment goals. VIAS provides comprehensive investment advisory services including the application of sophisticated financial models to develop strategic asset allocations, address portfolio construction issues, and provide ongoing portfolio monitoring and support. • Sold discretionary investment advisory services to endowments, foundations, pension plans, and other corporate accounts• Met with over one hundred investment committees and boards per year to outline full-service offering• Generated an average over sixty new investment advisory sales per year over the past five calendar years Show less

  • Sales Executive

    Jan 2006 - Jan 2019

  • Senior Relationship Manager

    Jan 2003 - Jan 2006
• 

  Cerity Partners

  May 2020 - now

  Principal

  I am a Principal in our firm’s Retirement Plan Advisory practice area. I have more than 20 years of experience in the institutional investment industry with a specialty in helping organizations understand how plan design can dramatically improve your employees’ ability to successfully retire and how proper governance can limit personal fiduciary liability. I have advised a variety of public, private and nonprofit organizations providing them with strategies that have resulted in improved outcomes for their organizations, plan fiduciaries, and ultimately the retirement plan participants. My background in audit, tax and advisory work has allowed me to understand the financial and operational needs of my clients, but it is my years of experience with boards and investment committees that reinforce that it’s not about me, it’s always about the client first! Show less