What company does Tim O'neil Cfp Ctfa work for?

Tim O'neil Cfp Ctfa is a Senior Vice President, Trust/Senior Investment Officer at Herring Bank, a company specializing in Depository Credit Intermediation.

Where Tim O'neil Cfp Ctfa graduated from?

Tim O'neil Cfp Ctfa holds a degree in Politics from Princeton University.

Who is Tim O'neil Cfp Ctfa?

Tim O'Neil is a seasoned investment professional with extensive experience in alternative investments and asset management. As the Senior Vice President and Senior Investment Manager at Herring Bank, he leads investment strategies that focus on wealth management and portfolio optimization. Tim has a rich history of working with various financial institutions, where he has honed his skills in financial planning, estate planning, and trading. His career spans over four decades, during which he has held pivotal roles in both leadership and individual contributor capacities. Known for his innovative approaches to investment management, he has successfully developed unique programs that have significantly outperformed market expectations. Tim holds a degree in Politics from Princeton University, reflecting his analytical mindset and strategic thinking. He is also committed to continuous learning and adapting in the fast-paced financial landscape.