We found the following information about Tim Schwarzenberger at Christian Brothers Investment Services, where this expert has worked as a Managing Director - Investment Management since 2018. Tim's total work experience is over 13 years, during which time the professional had at least six jobs at different places to develop professional skills. Tim studied at the Cfa Institute. Tim Schwarzenberger received the following certifications: Finra Series 7, Finra Series 63, and Finra Series 24. Tim Schwarzenberger is experienced in two languages: English and Spanish. Tim currently lives in New York, New York. You can contact with Tim by searching for phone or email or get additional info by requesting access to Tim's additional details from us.
Name variants:
Timothy Schwarzenberger
Last updated Jun 15, 2024
Contact Information
Last Update
Jul 13, 2022
Email
sc**@hotmail.com
Location
New York, NY
Workplace
Managing Director - Investment Management
New York, NY
Industry
Financial Services
Colleagues
Work History
Managing Director - Investment Management
125 south Wacker Dr SUITE 2400, Chicago, IL 60606
Integral member of Investment Management team responsible for implementing the firm’s overall investment philosophy and direction, developing the firm’s investment strategies and products, ...
from Apr 2018
Senior Director - Head of Portfolio Services
125 south Wacker Dr SUITE 2400, Chicago, IL 60606
Responsible for developing, communicating, and implementing the CBIS vision of institutional client service and managing a ten-person team toward that vision
Coordinated CBIS' servicing ac...
Nov 2014 — Mar 2018
Senior Investment Advisor
125 south Wacker Dr SUITE 2400, Chicago, IL 60606
Client Servicing: Responsible for building and enhancing relationships with existing institutional clients through client meetings and discussions covering investment strategy and allocation...
Jan 2009 — Nov 2014
Associate Investment Advisor and Information Specialist
125 south Wacker Dr SUITE 2400, Chicago, IL 60606
Lead investment advisor for religious institutional investors located domestically and internationally
Developed and completely redesigned CBIS’ presentation and marketing materials
Playe...
Nov 2005 — Dec 2008
Investment Analyst
Prepared Defined Benefit (DB) and Defined Contribution (DC) quarterly performance reports for corporate plan sponsors and other institutional investors
Interviewed money managers to docume...
Apr 2004 — Oct 2005
Investment Intern
Summarized/analyzed money manager questionnaire responses for company principals and other key management personnel
Constructed performance tables and risk/reward charts using money manage...
2002 — 2002
Education
Occupations
Executive
Chief Executive Officer
Manager
Chairperson
Project Manager
Artist
Model
Accountant
Finance and Accounting Specialist
Senior Director
Marketer
Brand Planner
Sales Specialist
Relationship Manager
Corporate Executive
Chief Executive
Operations Manager
Project Managers
Accounting Bookkeeper
Bookkeeper
Senior Manager
Brand Representative
Marketing Manager
Account Service Manager
Customer Service
Skills
Investments
Asset Allocation
Alternative Investments
Management
Investment Advisory
Analysis
Portfolio Management
Financial Services
Crm
Asset Management
Marketing
Investment Strategies
Securities
Series 63
Equities
Mutual Funds
FAQs about Tim Schwarzenberger
What's the main profession of Tim Schwarzenberger?
Tim Schwarzenberger is a Managing Director.
What are the main profession of This expert?
These person's professions are Executive and Chief Executive Officer
Where does Tim Schwarzenberger currently live?
The expert currently lives in New York, New York.
Does Tim Schwarzenberger have the email address?
sc**@hotmail.com is Tim Schwarzenberger's email address.
How many companies did Tim Schwarzenberger work at?
The professional worked at six jobs.
What education does Tim Schwarzenberger have?
Tim studied at the Cfa Institute.
What are the certifications of Tim Schwarzenberger?
This expert received the following certifications: Finra Series 7, Finra Series 63, and Finra Series 24.
What languages does Tim Schwarzenberger speak?
Tim Schwarzenberger speaks English and Spanish.