Timothy Newman

• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
• Established and deepened existing client relationships through complex financial planning.

• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
• Established and deepened existing client relationships through complex financial planning.
• Developed recommendations specific to client's financial situation on variety of topics.

Developed and maintained client book of high net worth individuals, including comprehensive financial plans.

• Shared details regarding financial products and services with clients. Devised comprehensive financial plans for such clients.

Implemented trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.

Interviewed clients to better understand financial positions and assets ready for investment. Provided high level of service and assistance to clients to obtain new opportunities and accounts.

Registered representative covering financial institutions for sales of municipal bonds.

• Prepared internal bank audit reports and distributed to respective stakeholders.
• 
  

Staff Accountant performing audit, tax and bookkeeping services.