Tim Fisk is a highly qualified expert, working in Envestnet main office of which is in 226. on the position of Vice President Business Solutions since 2017. Tim gained professional experience in more than seven positions at different companies. Tim Fisk went to the Depaul University College of Law and was studying there from 1997 to 2000. This person has the following qualifications: Ussf National"F"???????? License. Philadelphia, Pennsylvania is the city, where this professional was lastly known to live. This professional's email address and phone are accessed through this website on demand.
Name variants:
Timothy Fisk
Last updated Jun 22, 2024
Contact Information
Workplace
Colleagues
Work History
Strategic Advisor
Tulsa, OK
Consulting advisor for software company and its Momentum TrustManagement advanced CRM and administrative platform. Advise Executive, Product Development and Business Development teams on mat...
Jan 2017 — Apr 2017
Director of Sales
1 Fayette St SUITE 460, Conshohocken, PA 19428
WealthHub Solutions (WealthHubSolutions.com) is the leading provider of enterprise software for fiduciary management. WealthHub’s cloud-based platform for trust company administration delive...
Jan 2016 — Dec 2016
Wealth Advisor
1650 Market St SUITE 1200, Philadelphia, PA 19103
Led Wealth Advisory team responsible for the oversight, coordination and development of client relationships while serving as the primary relationship manager for high net worth individuals ...
Sep 2012 — Dec 2015
Vice President - Wealth Structuring Specialist - Business Development
New York, NY
Led 3 person team with responsibility for all Fiduciary new business development efforts (Trust, Philanthropic, Managed Agency, Trusteed IRA) in Indiana, Kentucky, Tennessee and North Alabam...
Oct 2007 — Apr 2012
Assistant Vice President
New York, NY
Fiduciary relationship management for HNW/UHNW clients primarily in the Private Banking & Investment Group
Nov 2005 — Sep 2007
Attorney
Wealth transfer planning
Trust/probate litigation
Corporate
Real Estate
2000 — 2005
Education
1997 — 2000
1993 — 1996
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Advisor
Chief Administrative Officer
Marketer
Brand Planner
Chief Executive
Accounting Bookkeeper
Bookkeeper
Brand Representative
Marketing Manager
Skills
Wealth Management
Strategic Financial Planning
Estate Planning
Asset Allocation
Wealth Management Services
Investments
Financial Planning
Investment Advisory
Alternative Investments
High Net Worth Individuals
Asset Management
Securities
Portfolio Management
Series 7
Trust Services
Investment Management
Financial Advisory
Uniform Combined State Law
Investment Strategies
Retirement Planning
Finance
Trusts
Relationship Management
Financial Services
Fintech
Salesforce.com
New Business Development
Business Strategy
Wealth
Consultative Selling
Integration
Technology Integration
Saas
Enterprise Software
Strategy
Crm
Strategic Partnerships
Cloud Computing
Trading
Customer Relationship Management
Business Development
Sales
Leadership
Account Management
Strategic Planning
Sales Management
Management Consulting