Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Interests
Timeline

Timothy McGee

Yorba Linda,CA

Summary

Dynamic operations leader with a proven track record at Gaia Filling & Packaging LLC, enhancing efficiency and reducing downtime through strategic process improvements. Skilled in data-driven decision making and cross-functional team coordination, I excel in communicating complex financial concepts simply, ensuring compliance and optimizing supply chain logistics for cost-effective solutions.

Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.

Overview

37
37
years of professional experience
1
1
Certification

Work History

COO

Gaia Filling & Packaging LLC
01.2022 - Current
  • Streamlined operational workflows, enhancing efficiency across filling and packaging processes.
  • Led cross-functional teams to implement process improvements, resulting in reduced downtime.
  • Developed and enforced safety protocols, ensuring compliance with industry regulations.
  • Managed supply chain logistics, optimizing inventory levels and reducing operational costs.
  • Insurance and Financial Management, Payroll, Company Certifications, ISO 22716, SSCI CFR 21/11, Employee hiring & training.

Pure Laundry Services

Self
04.2014 - Current

Off site Owner Operator of 3 fully automated Card system laundromats.

Fully implemented state of the art fully automated Laundry and Financial systems with the ability to monitor all transaction in real time cash and credit.

Each location is open 18 hours per day and can be completely operated from a mobile device with 2 local managers and 9 employees.

Private Wealth Advisor

Ameriprise Financial
06.1988 - 03.2012
  • Developed tailored wealth management strategies for high-net-worth clients.
  • Analyzed financial data to identify investment opportunities and risk mitigation strategies.
  • Cultivated strong relationships with clients through regular communication and portfolio reviews.
  • Executed comprehensive financial plans, ensuring alignment with client goals and market trends.
  • Mentored junior advisors on best practices in client engagement and financial planning methodologies.
  • Streamlined reporting processes, improving accuracy and efficiency in performance tracking for clients.
  • Collaborated with legal and tax professionals to optimize client asset protection and estate planning strategies.
  • Guided clients through life transitions such as retirement or the sale of a business, providing valuable financial insights and support during these critical periods.
  • Achieved consistent growth in assets under management through proactive business development efforts and strong referrals from satisfied clients.
  • Implemented effective risk management strategies within client portfolios, minimizing losses during periods of market volatility.
  • Effectively communicated complex financial concepts to clients, ensuring understanding and confidence in their financial plans.
  • Designed tailored succession plans for business owners, ensuring seamless transitions and preservation of wealth for future generations.
  • Collaborated with a team of professionals to ensure optimal investment allocation and tax-efficient strategies for clients.
  • Strengthened the firm''s reputation by consistently delivering high-quality wealth advisory services that exceeded expectations.
  • Built and maintained long-term relationships with clients, resulting in a high client retention rate.
  • Negotiated favorable terms for clients during transactions involving real estate or other illiquid investments.
  • Member Ameripise Chairman's Advisory Council (top 1%) 1989 - 2012
  • Ameriprise Hall of Fame

Education

Certified Financial Planner - Financial Planning

Certified Financial Planner

Certified Life Underwriter (CLU) & ChFC

American College , Bryn Mawr, PA

CIMA

Wharton , Philadelphia PA

Bachelor of Science - Finance & Accounting

Pennsylvania State University, University Park, PA
08-1987

Skills

  • Operations management
  • Cross-functional team coordination
  • Data-driven decision making
  • Organizational development
  • Ability to communicate complex Financial and Insurance concepts in easily understood simple terms

Accomplishments

sales leader

driven focused and proven sales and people leader

Certification

Professional Certifications :

CFP, CLU, ChFC, CIMA, & CFS

Corporate Certifications:

ISO 9001, 22716 SSCI CFR 21/11

Professional Licenses

Series 7 & 65

CA Property & Casualty

Interests

  • I participate in various sports activities for physical activity, camaraderie, and personal growth
  • Enjoy participating(racing) Triathlon & Multisport events
  • I enjoy skiing with family and friends for overall physical fitness and mental well-being

Timeline

COO - Gaia Filling & Packaging LLC
01.2022 - Current
Pure Laundry Services - Self
04.2014 - Current
Private Wealth Advisor - Ameriprise Financial
06.1988 - 03.2012
Certified Financial Planner - Certified Financial Planner , Financial Planning
American College - , Certified Life Underwriter (CLU) & ChFC
Wharton - , CIMA
Pennsylvania State University - Bachelor of Science, Finance & Accounting
Timothy McGee