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Tim Rossier Cfa

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Tim Rossier Cfa

Vice President, Client Advisory | Jordan Park Group

New York, New York, United States

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Tim Rossier Cfa

Summary

Tim Rossier is a seasoned finance professional currently serving as Vice President of Client Advisory at Jordan Park Group in New York. With a strong background in investment advisory, he has cultivated expertise in wealth management through his previous roles at UBS and Merrill Lynch. Tim's journey in finance began with a Bachelor of Science in Finance and Accounting from the University of South Carolina. His career trajectory showcases a commitment to client-centric advisory and a deep understanding of financial markets. Tim's analytical skills, coupled with his CFA designation, position him as a valuable asset in the financial services industry. He is passionate about empowering clients to make informed financial decisions and enhance their legacies. Outside of work, Tim is recognized for his leadership potential and has been awarded by the National Society of Collegiate Scholars. His professional interests include emerging technologies in finance and leadership development.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Tim Rossier Cfa

Work Experience

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Vice President, Client Advisory at

Jordan Park Group

December 2023 - Present

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Senior Associate, Client Advisory at

Jordan Park Group

June 2020 - January 2024

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Associate, Investment Advisory at

Jordan Park Group

February 2018 - May 2020

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Wealth Strategy Associate at

UBS

February 2015 - January 2018

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Registered Client Service Associate at

UBS

January 2013 - February 2015

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Global Wealth Management Advisory Intern at

Merrill Lynch

May 2012 - August 2012

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Extern at

Lanigan Ryan

January 2012 - January 2012

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Paralegal/Intern at

Mcleod Watkinson And Miller Attorneys At Law

July 2011 - August 2011

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Tim Rossier Cfa

Education

Frequently Asked Questions about Tim Rossier Cfa

What is Tim Rossier Cfa email address?

Tim Rossier Cfa's primary email address is ***********@jordanpark.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Tim Rossier Cfa work for?

Tim Rossier Cfa is a Vice President, Client Advisory at Jordan Park Group, a company specializing in Security brokers & dealers.

Where Tim Rossier Cfa graduated from?

Tim Rossier Cfa holds a degree in Finance And Accounting from University of South Carolina - Darla Moore School of Business.

How can I directly contact Tim Rossier Cfa?

To contact Tim Rossier Cfa directly, you can use the email address ***********@jordanpark.com. Complete contact information is available upon registration with Muraena.

Who is Tim Rossier Cfa?

Tim Rossier is a seasoned finance professional currently serving as Vice President of Client Advisory at Jordan Park Group in New York. With a strong background in investment advisory, he has cultivated expertise in wealth management through his previous roles at UBS and Merrill Lynch. Tim's journey in finance began with a Bachelor of Science in Finance and Accounting from the University of South Carolina. His career trajectory showcases a commitment to client-centric advisory and a deep understanding of financial markets. Tim's analytical skills, coupled with his CFA designation, position him as a valuable asset in the financial services industry. He is passionate about empowering clients to make informed financial decisions and enhance their legacies. Outside of work, Tim is recognized for his leadership potential and has been awarded by the National Society of Collegiate Scholars. His professional interests include emerging technologies in finance and leadership development.

Tim`s contact details

mail

***********@jordanpark.com

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