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Tim King Email & Phone Number
Client Service Associate
at
Oppenheimer & Co. Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Associate
Location
Congers, New York, United States
Company size
Who is Tim King? Overview
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Quick answer
Tim King is listed as Client Service Associate at Oppenheimer & Co. Inc., a company with 30 employees, based in Congers, New York, United States. AeroLeads shows a matched LinkedIn profile for Tim King.
Tim King previously worked as Co-President and Portfolio Manager at University At Albany School Of Business Investment Group and University Tutor at University At Albany. Tim King holds Bachelor Of Business Administration - Bba, Financial Analyst Honors Program, Junior from University At Albany, Suny.
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Oppenheimer & Co. Inc.
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Profile bio
About Tim King
Since the beginning of high school, I have had a curious passion for the finance world. I have invested my own money into a personal brokerage account for roughly 5 years now with the goals of building savings and learning how retail investments are made. I have continued this passion into college within the Financial Analyst Honors program. This program is rigorous, yet provides students with crucial knowledge for the finance world that helps propel us into becoming skilled analysts. Generally, this program begins Junior year, although I was able to begin the concentration early and graduate in just three years. I have maintained a strong GPA in the FAH program regardless of my age through hard work and consistent dedication. My time in the University at Albany School of Business Investment Group has also been transformative for my knowledge and passion for finance. I have learned real-world valuation techniques and how to accurately screen for undervalued companies, in addition to crucial teamwork and leadership skills. I built entire financial models using Excel and Bloomberg in both teams and individually before pitching the company to a board of professional advisors. Through my experiences, I have learned that I have both a passion for helping others and for finance which make me best suited for a career in Wealth Management. My desire to help others aligns well with the client-focused nature of the field, and I gain fulfillment from building relationships with others by assisting them in making informed financial decisions.
Current workplace
Tim King's current company
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Oppenheimer & Co. Inc.
Employees
30
AeroLeads page
6 roles
Tim King work experience
A career timeline built from the work history available for this profile.
Co-President And Portfolio Manager
Current- Manage a $450,000 student-run equity portfolio- Build Excel valuation models (DCF, historical, comparable) using EDGAR data and Bloomberg- Pitch completed models to an advisory board of alumni and professors to justify an equity position- Oversee 40 members, including executive board, analysts, and interns.
Sep 2022 - Present
University Tutor
Current- Assist students in the classes within the Finance and Accounting departments.
Sep 2024 - Present
Campus Ambassador
- Conduct campus tours to prospective students- Maintain a wealth of knowledge about the campus and its resources- Collaborate with other ambassadors in conducting tours and responding to questions- Help produce marketing material for the university- I often have received positive reviews from family and superiors for my exceptional performance
Jan 2023 - Sep 2024
Business Owner
Current
King Leather Products
- Design, create, and sell various leather goods, such as wallets, belts, keychains, and much more - Grown an online presence through social media marketing - Interact with and fulfill orders for customers, occasionally orders of large volume - I have learned the internal components and day-to-day operations of small businesses- Profit of roughly $500.
Jan 2021 - Present
Private Client Intern
Jun 2024 - Aug 2024
2 education records
Tim King education
Bachelor Of Business Administration - Bba, Financial Analyst Honors Program, Junior
Education record
FAQ
Frequently asked questions about Tim King
Quick answers generated from the profile data available on this page.
What company does Tim King work for?
Tim King works for Oppenheimer & Co. Inc..
What is Tim King's role at Oppenheimer & Co. Inc.?
Tim King is listed as Client Service Associate at Oppenheimer & Co. Inc..
Where is Tim King based?
Tim King is based in Congers, New York, United States while working with Oppenheimer & Co. Inc..
What companies has Tim King worked for?
Tim King has worked for Oppenheimer & Co. Inc., University At Albany School Of Business Investment Group, University At Albany, University At Albany, Suny, and King Leather Products.
How can I contact Tim King?
You can use AeroLeads to view verified contact signals for Tim King at Oppenheimer & Co. Inc., including work email, phone, and LinkedIn data when available.
What schools did Tim King attend?
Tim King holds Bachelor Of Business Administration - Bba, Financial Analyst Honors Program, Junior from University At Albany, Suny.
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