Timothy McGee

• 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.

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.

• 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