Tim Mcnally Email & Phone Number

Philadelphia, Pa, Us

Greater Philadelphia

I am a Principal in our firm’s Retirement Plan Advisory practice area. I have more than 20 years of experience in the institutional investment industry with a specialty in helping organizations understand how plan design can dramatically improve your employees’ ability to successfully retire and how proper governance can limit personal fiduciary liability. I have advised a variety of public, private and nonprofit organizations providing them with strategies that have resulted in improved outcomes for their organizations, plan fiduciaries, and ultimately the retirement plan participants. My background in audit, tax and advisory work has allowed me to understand the financial and operational needs of my clients, but it is my years of experience with boards and investment committees that reinforce that it’s not about me, it’s always about the client first!

As part of Vanguard's Institutional Advisory Services, I worked with foundations, endowments, pension plans and corporations to assess their needs, share best practices, and determine if Vanguard Institutional Advisory Services® (VIAS) can help them achieve their investment goals. VIAS provides comprehensive investment advisory services including the application of sophisticated financial models to develop strategic asset allocations, address portfolio construction issues, and provide ongoing portfolio monitoring and support. • Sold discretionary investment advisory services to endowments, foundations, pension plans, and other corporate accounts• Met with over one hundred investment committees and boards per year to outline full-service offering• Generated an average over sixty new investment advisory sales per year over the past five calendar years

Malvern, Pa

• Managed a $5B high profile book of retirement business• Partnered with Senior HR and Finance Contacts to develop long term retirement plan strategies• Leveraged Vanguard’s Senior Management team to build relationships and achieve goals• Identified and participated in new business opportunities• Supported and mentored internal team members

Chesterbrook, Pa

• Sold online services to institutional investors and consultants in an attempt to facilitate search flow• Conducted online and face to face demonstrations of InvestorForce’s technology with pension plans, public funds, foundations, and endowments with over $300 million in assets• Sold the highest volume of traditional search activity in 2002 and executed the largest online hedge fund of fund search• Renewed 50 money manager clients, while assisting five customer relationship managers in the renewal of another 50 clients

East Brunswick, Nj

• Led initiative to offer bundled retirement services to small and mid size pension plans through advisors in the PA,NJ, and DE territory• Conducted weekly seminars and workshops to discuss plan alternatives, investing for retirement, and employee education• Awarded Top Producer for Vice Presidents with less than five years experience

Wayne, Pa

• Sold full service and investment only pension plans through brokers and consultants to small businesses in the PA,NJ, and DE territory• Exceeded sales goals by 32% in 1997 and 16% in 1996

Woodbury, Nj

• Prepared C-Corp, S-Corp, and individual tax returns• Consulted with small business owners on a quarterly basis to discuss short term and long term strategies• Provided advice to small business owners on benefit plans

Philadelphia, Pa

• Performed operational and financial audits of ARAMARK subsidiaries• Supervised three auditors during audits and reviews• Received three promotions in five years

B.S., Finance

M.B.A., Finance