Tim Doherty
Denver,CO
Summary
Driven financial professional with a proven ability to provide analytical insight and strategic recommendations to drive the rapid growth of organizations and individuals. Eager to bring my expertise to Headway, contributing to its dynamic and innovative approach in reshaping the mental healthcare landscape.
Overview
9
9
years of professional experience
Skills
- Business Development
- Regulatory Compliance
- Team Collaboration
- Financial Planning
- Analyzing Performance
- Analytical Research
Work History
Managing Director
Fidelity Investments
05.2023 - Current
- Analyzed and evaluated existing compensation and benefits programs and recommended improvements.
- Collaborated with cross-functional teams to develop customized 401K strategies, resulting in increased client retention rates.
- Provided vital insights for business development initiatives through diligent market research and competitive analysis.
- Monitored industry trends to proactively identify changes impacting business performance, enabling swift adaptation strategies.
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
Workplace Planning Consultant II
Fidelity Investments
10.2021 - 05.2023
- Developed recommendations specific to client's financial situation and plan options.
- Cultivated and strengthened relationships with new clients and educated clients on plan capabilities.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized recommendations and advice.
Planning Consultant
Fidelity Investments
02.2021 - 10.2021
- Met with clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information to create and present personal client plans.
- Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Uncover outside assets and areas of opportunity during planning appointments, which lead to new business for Fidelity.
Relationship Manager
Fidelity Investments
09.2019 - 02.2021
- Top 5 Relationship Managers in the entire region for appointments set.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Utilized profiling techniques to identify potential clients and create opportunities for my Financial Consultants.
Registered Financial Representative
Fidelity Investments
03.2019 - 09.2019
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Worked closely with clients to determine their needs and recommend appropriate services to maintain long-term relationships with account holders.
- Successfully obtained my series 7, 66, 63, and insurance licenses while working full time.
Fund Accountant
Grosvenor Capital Management LP
03.2015 - 03.2019
- Solely managed the cash reconciliation process for over 150 of Grosvenor's public market funds.
- Supervisor on 5 funds with an aggregate AUM of 140 Million dollars.
- Performed daily accounting for 15+ funds and performed fund analysis for critical decision-making purposes.
Education
Bachelor of Science - Finance
University of Illinois At Chicago
Chicago, IL2014
Timeline
Managing Director
Fidelity Investments
05.2023 - Current
Workplace Planning Consultant II
Fidelity Investments
10.2021 - 05.2023
Planning Consultant
Fidelity Investments
02.2021 - 10.2021
Relationship Manager
Fidelity Investments
09.2019 - 02.2021
Registered Financial Representative
Fidelity Investments
03.2019 - 09.2019
Fund Accountant
Grosvenor Capital Management LP
03.2015 - 03.2019
Bachelor of Science - Finance
University of Illinois At Chicago
Professional Licenses
- Series 7, Series 63, Series 66
Professional Licenses
- Series 7, Series 63, Series 66
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