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Tim Mcelroy Email & Phone Number
Senior Wealth Strategy Associate
at
UBS
1 work email found
@ubs.com
2 phones found area 917 and 718
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Strategy Associate
Location
Towson, Maryland, United States
Company size
Who is Tim Mcelroy? Overview
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Quick answer
Tim Mcelroy is listed as Senior Wealth Strategy Associate at UBS, a company with 28 employees, based in Towson, Maryland, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 917, 718, and a matched LinkedIn profile for Tim Mcelroy.
Tim Mcelroy previously worked as Client Service Associate at Ubs and Director at Morgan Stanley. Tim Mcelroy holds Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services from Fairfield University.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
86% confidence
AeroLeads found 1 current-domain work email signal for Tim Mcelroy. Compare company email patterns before reaching out.
Profile bio
About Tim Mcelroy
Possesses strong initiative and communication skills, an outstanding work ethic and the ability to work in a self-directed and team-oriented environment.
Listed skills include Leadership, Life Insurance, Investments, Strategic Financial Planning, and 46 others.
Current workplace
Tim Mcelroy's current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
7 roles
Tim Mcelroy work experience
A career timeline built from the work history available for this profile.
Senior Wealth Strategy Associate
Current
Apr 2023 - Present
Client Service Associate
Current
Mar 2021 - Present
Director
Jan 2020 - Mar 2021
Associate
Apr 2016 - Jan 2020
Credit Analyst
- Analyzed fixed-income securities in a department of 14 employees overseeing $22 billion in assets for a Fortune 1000 insurance company
- Created company-specific reports, with a primary focus on Energy, Aerospace/Defense, and Municipalities
- Underwrote and presented Private Placement transactions to CFO and department, which were approved and added to the company’s general account portfolio
- Grew company’s mortgage loan program portfolio from $82 million to $103 million in 21 months
- Led monthly presentations on general investments and Mortgage Loan Program to insurance agents
Sep 2012 - Oct 2015
Management Development Program
- Unique exposure to senior management of eight different departments working on various projects through 24-month rotational program
- Researched and documented findings for life insurance policies and annuities to support audit and non-audit projects
- Managed new website creation by working with developers for two major communications projects
- Chosen as one of four project managers to assist in run of show for the Los Angeles event Guadalupe Celebration in August 2012, with over 50,000 people in attendance
Jun 2010 - Sep 2012
1 education record
Tim Mcelroy education
FAQ
Frequently asked questions about Tim Mcelroy
Quick answers generated from the profile data available on this page.
What company does Tim Mcelroy work for?
Tim Mcelroy works for UBS.
What is Tim Mcelroy's role at UBS?
Tim Mcelroy is listed as Senior Wealth Strategy Associate at UBS.
What is Tim Mcelroy's email address?
AeroLeads has found 1 work email signal at @ubs.com for Tim Mcelroy at UBS.
What is Tim Mcelroy's phone number?
AeroLeads has found 2 phone signal(s) with area code 917, 718 for Tim Mcelroy at UBS.
Where is Tim Mcelroy based?
Tim Mcelroy is based in Towson, Maryland, United States while working with UBS.
What companies has Tim Mcelroy worked for?
Tim Mcelroy has worked for Ubs, Morgan Stanley, and Knights Of Columbus.
Who are Tim Mcelroy's colleagues at UBS?
Tim Mcelroy's colleagues at UBS include Flloyd Rewa and Ethan Harro.
How can I contact Tim Mcelroy?
You can use AeroLeads to view verified contact signals for Tim Mcelroy at UBS, including work email, phone, and LinkedIn data when available.
What schools did Tim Mcelroy attend?
Tim Mcelroy holds Bachelor Of Science (B.S.), Business, Management, Marketing, And Related Support Services from Fairfield University.
What skills is Tim Mcelroy known for?
Tim Mcelroy is listed with skills including Leadership, Life Insurance, Investments, Strategic Financial Planning, Insurance, Cookies, Social Media, and Account Management.
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