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Cfp Tim Wittenbrook
Cfp Tim Wittenbrook
Managing Director | Oxford Financial Group, Ltd.
Cincinnati, Ohio, United States
Cfp Tim Wittenbrook
Summary
Tim Wittenbrook is a seasoned professional in the investment advice industry, currently serving as the Managing Director at Oxford Financial in Cincinnati, Ohio. With a focus on delivering tailored financial strategies, he is dedicated to helping clients achieve their financial goals. Tim's extensive experience in investment management equips him with a deep understanding of market dynamics and client needs. He is known for his strong analytical skills and ability to navigate complex financial landscapes. Tim is passionate about fostering long-term relationships with clients and believes in the importance of financial literacy. His leadership role at Oxford Financial showcases his commitment to excellence in service delivery. Tim is always looking for innovative solutions to enhance client satisfaction and drive growth within the firm. His strategic vision and dedication to professional development set him apart in the competitive financial services sector.
Cfp Tim Wittenbrook
Work Experience
Managing Director at
Oxford Financial Group, Ltd.
January 2014 - Present
Executive Director at
J.P. Morgan
January 2010 - January 2013
Institutional, Workplace Retirement, and Wealth Management at
Fidelity Investments
January 1987 - January 2009
Managing Director at
Oxford Financial
Present
Cfp Tim Wittenbrook
Education
Miami University, B.S.
January 1983 - January 1987
Frequently Asked Questions about Cfp Tim Wittenbrook
What is Cfp Tim Wittenbrook email address?
Cfp Tim Wittenbrook's primary email address is ************@ofgltd.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Tim Wittenbrook work for?
Cfp Tim Wittenbrook is a Managing Director at Oxford Financial Group, Ltd., a company specializing in Functions related to depository banking.
Where Cfp Tim Wittenbrook graduated from?
Cfp Tim Wittenbrook holds a degree in Finance from Miami University.
How can I directly contact Cfp Tim Wittenbrook?
To contact Cfp Tim Wittenbrook directly, you can use the email address ************@ofgltd.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Tim Wittenbrook?
Tim Wittenbrook is a seasoned professional in the investment advice industry, currently serving as the Managing Director at Oxford Financial in Cincinnati, Ohio. With a focus on delivering tailored financial strategies, he is dedicated to helping clients achieve their financial goals. Tim's extensive experience in investment management equips him with a deep understanding of market dynamics and client needs. He is known for his strong analytical skills and ability to navigate complex financial landscapes. Tim is passionate about fostering long-term relationships with clients and believes in the importance of financial literacy. His leadership role at Oxford Financial showcases his commitment to excellence in service delivery. Tim is always looking for innovative solutions to enhance client satisfaction and drive growth within the firm. His strategic vision and dedication to professional development set him apart in the competitive financial services sector.
Cfp`s contact details
************@ofgltd.com
Colleagues
Managing Director and Family Office Fellow
Managing Director
Chief Investment Officer
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Vice President, Chief Talent Officer
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Co Managing Partner
Managing Director