Tim Macdougall, Cfp® Email and Phone Number
Tim Macdougall, Cfp® work email
- Valid
- Valid
- Valid
Tim Macdougall, Cfp® personal email
Tim Macdougall, Cfp® is a VP, Branch Leader at Fidelity Investments at Fidelity Investments. He possess expertise in investments, financial analysis, portfolio management, risk management, getting to yes and 28 more skills.
Fidelity Investments
View- Website:
- fidelity.com
- Employees:
- 52767
-
Vp, Branch LeaderFidelity Investments Jul 2022 - PresentHilton Head Island, South CarolinaI lead the Hilton Head Island, SC team for Fidelity Investments, the firm of choice for so many American families. Due to the rapid growth in the area, we are in the process of growing the branch to meet our clients needs. If you’re interested in living and working on the #1 island in the continental United States, feel free to reach out.
-
Market ManagerCharles Schwab Jan 2022 - Jul 2022Metro NorthDual registered with TD Ameritrade and Charles Schwab. -
Market ManagerTd Ameritrade Oct 2020 - Jul 2022Metro NorthLead the Metro North market to be the #1 market in the east division of Charles Schwab. Branches include Scarsdale, NY, Greenwich, CT, Stamford, CT, Fairfield, CT, West Hartford, CT -
Branch Manager - Scarsdale, Ny & Stamford,CtTd Ameritrade Oct 2019 - Sep 2020Scarsdale, NyOur Scarsdale branch is one of the flagship branches for TD Ameritrade. I am responsible for growing the branch and safeguarding the firm and our clients from any types of compliance risks. I do this by building and leading my team in our goal of helping our clients pursue their aspirations. I strive to cultivate a culture of putting our clients first, harding work, and a genuine team effort through personal example and doing everything I can do, empowering my team to assist their clients.2019 Branch Manager Council2020 Branch Manager CouncilChange ChampionFCDA MentorNortheast Division coaching and business planning pillarLocal Support for Equality - Northeast Division Lead
-
Branch Manager With A PracticeTd Ameritrade Apr 2018 - Oct 2019Fishkill, New YorkI work to provide a world class client and associate experience in the Fishkill, NY TD Ameritrade office through genuine concern for my clients financial goals and a passion for helping my associates pursue their personal goals. #1 Branch in Northeast Division Q3, Q4 2018#4 Branch Nationally Q3 2018MVP award Q3 20183x Presidents Club branchCircle of Champions 2018Retail Aspiring Manager Program (RAMP) mentor
-
Senior Financial ConsultantTd Ameritrade Jan 2015 - Mar 2018Manchester, New Hampshire2016 - Recognized for assisting clients find investment solutions as they plan for their financial goals.As an Investment Consultant at TD Ameritrade, I assess, assist, and advise clients as they choose the services best suited for their needs. I develop relationships with existing clients and build relationships with new clients.
-
Business Development SpecialistTd Ameritrade Feb 2014 - Dec 2014Work with self directed clients to optimize their strategies or explore managed options including in-house management or partnering with nationally ranked RIA's. Analyze clients investment portfolios and recommend changes based on the clients individual goals and risk tolerances. Consolidate clients assets to TD Ameritrade to increase business development. Educate clients about current market conditions while finding the most suitable investment for their needs. Responsible for developing and growing relationships with existing clients in northern New England.
-
Investment Solutions RepresentativeFidelity Investments Aug 2012 - Feb 2014Analyze clients investment portfolios and recommend changes based on the clients individual goals and risk tolerances. Consolidate clients assets to Fidelity to increase business development. Educate clients about current market conditions while finding the most suitable investment for their needs.• Awarded "Excellence in Action" for Q3, Employee of the Month - September 2013
-
TraderFidelity Investments Aug 2012 - Apr 2013Executed mutual fund, equity, precious metals, and fixed income trades and facilitated monetary transactions including bank wires and electronic funds transfers. Drove business revenue through uncovering outside assets and leveraging planners and advisors to win the business through Fidelity's lead tracking system. Lead team meetings and increased team performance through one-on-one coaching with teammates. • Recognized as a top trader for outstanding execution with 100% accuracy. • Responsible for 22 leads per month. Achieved 500% of goal and broke the national record for leads in one month.• Awarded "Excellence in Action" for Q1; Team MVP-April 2013; Accelerated Execution Q1, Q2
Tim Macdougall, Cfp® Skills
Tim Macdougall, Cfp® Education Details
Frequently Asked Questions about Tim Macdougall, Cfp®
What company does Tim Macdougall, Cfp® work for?
Tim Macdougall, Cfp® works for Fidelity Investments
What is Tim Macdougall, Cfp®'s role at the current company?
Tim Macdougall, Cfp®'s current role is VP, Branch Leader at Fidelity Investments.
What is Tim Macdougall, Cfp®'s email address?
Tim Macdougall, Cfp®'s email address is ti****@****ade.com
What schools did Tim Macdougall, Cfp® attend?
Tim Macdougall, Cfp® attended Cedarville University.
What are some of Tim Macdougall, Cfp®'s interests?
Tim Macdougall, Cfp® has interest in New England Patriots, Boston Bruins, Real Estate, The Stock Market And Stock Research, Fishing.
What skills is Tim Macdougall, Cfp® known for?
Tim Macdougall, Cfp® has skills like Investments, Financial Analysis, Portfolio Management, Risk Management, Getting To Yes, Teamwork, Equity Trading, Fixed Income Analysis, Public Speaking, Management, Leadership, Contract Negotiation.
Who are Tim Macdougall, Cfp®'s colleagues?
Tim Macdougall, Cfp®'s colleagues are Nolan Havran, Larry Freed, Denise Scott, James Seibert, Kruthika Kolume, Brandon Conde, Michael Powell.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial