Breslin Wealth Management Co LLC Tim Breslin
Havertown,PA
Summary
Seasoned leader in wealth management, with a proven track record at TJB Wealth Management, excelling in financial analysis and client service. Demonstrated expertise in cash flow management and strategic planning, significantly enhancing asset management programs. Skilled in fostering team collaboration and driving cost efficiency strategies, ensuring client satisfaction and operational excellence.
Overview
2
2
years of professional experience
Work History
Owner
Breslin Wealth Management Co. LLC
Havertown, PA
09.2024 - Current
- Analyzed client business needs and assisted in determining appropriate resources and strategies.
- Oversaw budgeting and financial management.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Developed personal goals to meet the client's long-term goals.
- Reviewed debt obligations to maximize efficiencies.
- Reviewed and designed the Asset Management Program.
- Assisted in personal lifestyle programs.
President
TJB Wealth Management
Spring Citty, PA
02.2023 - 09.2024
- Hired, trained and mentored sales and marketing staff dedicated to employing Google AdWords, Google Analytics, and other SEO techniques and metrics sources.
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Managed inventory and supplies to ensure materials were available when needed.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Education
Bachelor of Science - Accounting
Villanova University
Villanova, PA05-1995
Skills
- Cash Flow Management
- Financial Analysis
- Cost Efficiency Strategies
- Client service
- Strategic planning
Affiliations
Enjoys golf
Travel
Charitable Giving
Timeline
Owner
Breslin Wealth Management Co. LLC
09.2024 - Current
President
TJB Wealth Management
02.2023 - 09.2024
Bachelor of Science - Accounting
Villanova University
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