Vp - Director Of Advisory Services
Current
Apr 2024 - Present
AeroLeads people directory · profile
Tim Fisk, Jd Email & Phone Number
VP - Director of Advisory Services
at
Bryn Mawr Trust
1 work email found
@envestnet.com
1 phone found area 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
VP - Director of Advisory Services
Location
Greater Philadelphia, United States, United States
Who is Tim Fisk, Jd? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tim Fisk, Jd is listed as VP - Director of Advisory Services at Bryn Mawr Trust, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at envestnet.com, phone signal with area code 866, and a matched LinkedIn profile for Tim Fisk, Jd.
Tim Fisk, Jd previously worked as Technical Consulting Director at Envestnet, Inc and VP - Platform Solutions at Envestnet, Inc. Tim Fisk, Jd holds Juris Doctor from Depaul University College Of Law.
Company email context
Email format at Bryn Mawr Trust
This section adds company-level context without repeating Tim Fisk, Jd's masked contact details.
*@envestnet.com
68% confidence
AeroLeads found 1 current-domain work email signal for Tim Fisk, Jd. Compare company email patterns before reaching out.
Profile bio
About Tim Fisk, Jd
Tim Fisk, Jd is a VP - Director of Advisory Services at Bryn Mawr Trust. He possess expertise in wealth management, strategic financial planning, estate planning, asset allocation, wealth management services and 42 more skills.
Listed skills include Wealth Management, Strategic Financial Planning, Estate Planning, Asset Allocation, and 43 others.
Current workplace
Tim Fisk, Jd's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles · 26 years
Tim Fisk, Jd work experience
A career timeline built from the work history available for this profile.
Technical Consulting Director
Mar 2021 - Nov 2023
Vp - Platform Solutions
Jan 2020 - Feb 2021
Vp - Business Solutions
Jul 2017 - Dec 2019
Strategic Advisor/Consultant
Consulting advisor for software company's Trust Management advanced CRM and administrative platform. Advise Executive, Product Development and Business Development teams on matters relating to pipeline and business development, product development, branding, marketing and go to market strategy, strategic partnerships and alliances and overall strategic.
Jan 2017 - Apr 2017
Director Of Sales
Responsible for business development, sales, branding and marketing efforts for early stage financial technology company providing a cloud-based, enterprise software solution, built on Salesforce, for trust companies, family offices, law firms and other firms engaged in fiduciary administration and management. Responsible for the cultivation of all.
Jan 2016 - Dec 2016
Vp - Wealth Advisory
Led Wealth Advisory team responsible for the oversight, coordination and development of client relationships while serving as the primary relationship manager for high net worth individuals and families with overall investable assets between $10 and $65 million; Participated, as Wealth Advisory representative liaison, in multiple firm-wide strategic.
Sep 2012 - Dec 2015
Vp - Wealth Structuring Specialist - Business Development
Led 3 person team with responsibility for all Fiduciary new business development efforts (Trust, Philanthropic, Managed Agency, Trusteed IRA) in Indiana, Kentucky, Tennessee and North Alabama; Acted as primary liaison for financial and wealth transfer planning for HNW/UHNW clients.
Oct 2007 - Apr 2012
Assistant Vice President
Fiduciary relationship management for HNW/UHNW clients primarily in the Private Banking & Investment Group
Nov 2005 - Sep 2007
Attorney
Porikos, Rodes & Glavinskas
Wealth transfer planning; Trust/probate litigation; Corporate; Real Estate
2000 - 2005
~5 yrs
2 education records
Tim Fisk, Jd education
Juris Doctor
Depaul University College Of Law
Ba, Philosophy
University Of Kentucky
FAQ
Frequently asked questions about Tim Fisk, Jd
Quick answers generated from the profile data available on this page.
What company does Tim Fisk, Jd work for?
Tim Fisk, Jd works for Bryn Mawr Trust.
What is Tim Fisk, Jd's role at Bryn Mawr Trust?
Tim Fisk, Jd is listed as VP - Director of Advisory Services at Bryn Mawr Trust.
What is Tim Fisk, Jd's email address?
AeroLeads has found 1 work email signal at @envestnet.com for Tim Fisk, Jd at Bryn Mawr Trust.
What is Tim Fisk, Jd's phone number?
AeroLeads has found 1 phone signal(s) with area code 866 for Tim Fisk, Jd at Bryn Mawr Trust.
Where is Tim Fisk, Jd based?
Tim Fisk, Jd is based in Greater Philadelphia, United States, United States while working with Bryn Mawr Trust.
What companies has Tim Fisk, Jd worked for?
Tim Fisk, Jd has worked for Bryn Mawr Trust, Envestnet, Inc, Independent Consultant, Wealthhub Solutions, Llc, and Glenmede.
How can I contact Tim Fisk, Jd?
You can use AeroLeads to view verified contact signals for Tim Fisk, Jd at Bryn Mawr Trust, including work email, phone, and LinkedIn data when available.
What schools did Tim Fisk, Jd attend?
Tim Fisk, Jd holds Juris Doctor from Depaul University College Of Law.
What skills is Tim Fisk, Jd known for?
Tim Fisk, Jd is listed with skills including Wealth Management, Strategic Financial Planning, Estate Planning, Asset Allocation, Wealth Management Services, Investments, Financial Planning, and Investment Advisory.
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