Timothy J. Marion
Financial Advisor
Mount Airy,NC
Summary
Thirty one years of work experience in sales, operations, and general management. Experience in business development including site selection, personnel training and marketing. Previous 19 years have been devoted to working as a Financial Advisor helping clients with investments and financial planning. Excellent communications skills. Possess knowledge of database programs and assorted computer applications. MBA degree from Wake Forest University, earned in 1998 with a concentration in finance. Detail-oriented President with 20 plus years of experience in Financial Services Proven ability to build relationships and maintain partnerships with top accounts to increase overall productivity and grow profit channels. Expands network connections by effectively determining and meeting customer needs, implementing price models and optimizing inventory control procedures.
Overview
36
36
years of professional experience
Work History
President
Andrew Jade Financial Services
Mount Airy, NC.
08.2004 - Current
- Established firm devoted to helping clients with investments, financial planning and retirement planning.
- Developed and managed $24 million book of Assets under Management.
- Worked with corporations and small businesses on developing and managing their retirement plans.
- Built practice under LPL Financial, country’s largest independent financial services firm.
- Transitioned practice to HD Vest Securities in September, 2014.
Financial Advisor
Morgan Stanley
Winston Salem, NC.
02.2002 - 07.2004
- Worked with clients to grow, preserve, and sustain wealth.
- Built book of business of over $6 million in less than 24 months.
- Graduated from Professional Foundations Program for Financial Advisors.
Vice- President
Marion’s Jewelers, Inc
Mount Airy, NC.
05.1984 - 02.2001
- Managed and developed sales team for corporation.
- Opened new branch in Wilkesboro, NC location in 1985.
- Expanded sales at new location by 160% in less than 5 years.
- MARKETING.
- Installed computerized systems to record customer demographic information.
- Utilized relational database to track purchases and aid in marketing to distinct customers.
- Developed marketing strategies aimed at growing new customer accounts.
- Executed complete upgrade of business information systems.
- Acquired and implemented systems to verify, track, and control inventory.
- Computerized billing systems to improve accounts receivable department.
Education
Master of Business Administration - Finance
WAKE FOREST UNIVERSITY, Babcock Graduate School of Management
Bachelor of Arts - Classical Piano Performance
WAKE FOREST UNIVERSITY
Skills
Financial planningundefined
Affiliations
- 3 Year Board Member, Downtown Mount Airy, 2005 - 2007
- President Downtown Mount Airy, 2007
- President, Mount Airy Rotary Club, July 2007 – June 2008
Timeline
President
Andrew Jade Financial Services
08.2004 - Current
Financial Advisor
Morgan Stanley
02.2002 - 07.2004
Vice- President
Marion’s Jewelers, Inc
05.1984 - 02.2001
Bachelor of Arts - Classical Piano Performance
WAKE FOREST UNIVERSITY
Master of Business Administration - Finance
WAKE FOREST UNIVERSITY, Babcock Graduate School of Management
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