Tim Stevens
San Diego,CA
Summary
m player with focus on delivering tailored financial solutions.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
06.2025 - Current
- Met with potential clients to assess needs, financial status, and eligibility.
- Build a book of business and expand my portfolio.
- Continue education and obtaining certifications.
- Networking to build clientele.
- Completed S.I.E and Series 6, will shortly have Series 63 completed
- Developed personalized financial plans to meet client goals and objectives.
Director of Operations
The Rainmakers
06.2020 - 06.2025
- Manage operations of various client accounts including a Veterans support organization.
- Draft and organize various marketing materials as well as work with outside vendors to meet the demands of our clients.
- Cultivate and meet with specific donors to increase their support to the various organizational clients.
- Successfully solicit gifts between $1,000 and $25,000.
- Data mine information in order to find new potential donors and engage existing donors.
- Facilitate fundraising sessions with current and future congressmen, senators, and state parties.
- Implement fundraising initiatives for political action committees.
- Database management, Accounting, and Compliance.
- Streamlined operational processes to enhance efficiency and reduce costs.
- Manage a team of six employees, including training all new hires.
- Plan travel for company and non-profit employees.
Founder and Leader
Nice Jewish Runners DC
02.2023 - 08.2023
- Organized community running events to promote fitness and engagement among members.
- Recruit new members to join the club.
- Developed partnerships with local businesses for sponsorship and support of running initiatives.
- Successfully established a new leadership team when I moved away from the area.
Intern
District Office of Congressman Darrell Issa
10.2017 - 05.2018
- Communicate with constituents regarding questions and concerns and provide them with guidance as to appropriate resources and next steps.
- Research and draft letters to constituents regarding personal, business, and public service achievements.
- Research and draft a memorandum identifying the key issues, co-sponsors, and other information regarding H.R. 170, entitled the Protect and Grow American Jobs Acts.
Education
Bachelor of Science - Political Science
California State University San Marcos
San Marcos, CA05-2020
Skills
- Fundraising for non-profits
- Data analysis
- Operational efficiency
- Professional networking
- Coordinating events
- Customer service
- Relationship building
- Appointment scheduling
- Project management
Certification
FINRA - Securities Industry Essentials
FINRA - Series 6
Timeline
Financial Representative
Northwestern Mutual
06.2025 - Current
Founder and Leader
Nice Jewish Runners DC
02.2023 - 08.2023
Director of Operations
The Rainmakers
06.2020 - 06.2025
Intern
District Office of Congressman Darrell Issa
10.2017 - 05.2018
Bachelor of Science - Political Science
California State University San Marcos