Tim Mcmanus Email & Phone Number

Philadelphia, Pennsylvania, United States

As an Associate Analyst in the Fox Fund at Temple University, I actively engage in a student-led finance fund, collaborating with a team of five to identify, analyze, and pitch undervalued equities within the industrial sector. This role has allowed me to refine my investment strategies and market research techniques while conducting comprehensive financial analyses. I develop stock pitches that include in-depth evaluations of investment potential, prepare mock investment reports, and deliver persuasive presentations, demonstrating a strong understanding of industry trends and company valuations

Bala-Cynwyd, Pennsylvania, United States

In my role, I prepare and analyze essential information for client meetings, collaborating directly with clients to identify their needs using various software tools, streamlining the process to ensure accuracy and efficiency in meeting preparation. I provide direct support to a senior advisor, actively managing a portfolio of over 9,000 diverse client accounts. My experience includes extensive use of Salesforce, Asset Map, and Excel to communicate with clients, track financial data, and gain hands-on experience in managing client portfolios while delivering customized financial insights.

Philadelphia, Pennsylvania, United States

Philadelphia, Pennsylvania, United States

Bachelor'S Degree, Business, Junior

Activities and Societies: Fox Fund Temple Finance Association Temple Private Equity Association

High School Diploma, Gpa- 3.7