Tim Roberts work email
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Tim is an Investment Advisory Specialist at Advisor Group and finds joy and energy in supporting financial professionals as they serve the financial needs of their clients, making life moments possible.
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Aml AnalystOsaic Mar 2022 - PresentPhoenix, Arizona, United States -
Investment Advisory Specialist For Advisor GroupAdvisor Group Apr 2020 - PresentPhoenix, Arizona, United StatesAssist our Financial Professionals, their clients and other team members in all aspects of operational and support activities for qualifying advisory accounts, as well as core business accounts when needed, through both phone support and case processing. Collaborate with other functions across all aspects and stages of our processes to ensure our Financial Professionals and their clients receive leading service and support in every interaction with Advisor Group. - Deliver exceptional experiences while providing assistance and expertise for our products, platforms and processes to respond to our customer’s stated and unstated needs.- Support both brokerage and investment advisory needs dynamically across channels – phone and ticket processing – with product, platform and process knowledge- Assist with navigation in advisory platforms including: Envestnest / Wealth Management Platform, etc. as well as core business platforms including: Pershing NetX Platform, NFS Wealthscape, etc. and Salesforce- Create strong working relationships with advisors, their office staff and peers across the firm -
Operations, New AccountsAdvisor Group May 2018 - Apr 2020Phoenix, Arizona, United StatesProvide a high level of service and support to independent financial professionals nationwide. Review, process and follow up on various brokerage and non-brokerage account requests. Act as coach to new team members and a subject matter expert for several different responsibilities and processes. Provide training on a wide variety of departmental functions to inter-departmental members, in person and/or electronically.
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Live Theater Sound Designer/EngineerCyt Phoenix Jan 2012 - PresentTurning the vision of the director/s into a reality through the use of audio production. Produce the best possible atmosphere that meets the mood for theatrical performance through sound reinforcement. This requires adaptation to the unique benefits and challenges present with each venue.
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Manager Of OperationsScottys Lawnmower Inc Apr 2016 - May 2018Scottsdale, AzManage retail and inventory of lawn equipment whole goods and parts. Maintain scheduling and payroll. Develop monthly reports of cost basis analysis and mechanic productivity. Provide technical support for systems, managing workflow and implementation of new business management software and inventory control. Improve technology.
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Helpdesk ManagerNpsgroup A Cloudit, Llc Company Aug 2014 - Apr 2016Phoenix, Arizona AreaManage help desk and technician scheduling. Manage projects, facilitate weekly progress meetings with technicians, coordinate monthly and quarterly business assessment meetings with owner/president and clients. Clients consisted mostly of churches, ministries and non-profits.
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Church Plant ConsultantChurch Technologies Mar 2013 - Aug 2014Assisting church planters in every facet from the starting gate to launch. This includes demographics, location analysis, system design, team building and assimilation to name a few. My goal is to help the pastor have a truly great launch that is God centered and glorifying.
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Pos AdministratorFamily Matters, Inc. 2004 - Dec 2013Ensure the headquarters and remote conference retail systems are up and running smoothly. Provide technical support and training for staff and volunteers as well as ongoing systems analysis and troubleshooting. Manage operations and work flow of fulfillment and inventory management. Design and implement integration with eCommerce, accounting systems and constituent database. -
Website AdministratorFamily Matters, Inc. Oct 1999 - Dec 2013Provide technical knowledge and strategic vision, with a touch of creativity. Develop, maintain and oversee all aspects of the website including social media, blog, eCommerce and SEO.
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Audio/Video ProductionFamily Matters, Inc. Oct 1999 - Dec 2013Served as the Executive Producer for 5 of our small group video studies - most recently, our Grace Based Parenting Conference video. I was the producer for Tim Kimmel’s nationally syndicated radio talk show, Tim Kimmel Live , broadcast on the Salem Radio Network. Produced the Family Matters Minute – a one minute daily radio program providing advice to families that is distributed nationwide to over 500 outlets.
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Database AdministratorFamily Matters, Inc. Aug 2002 - Sep 2012Coordinate and perform the duties for implementation, maintenance, monitoring, performance analysis, trouble shooting, problem resolution, and user assistance. Expected to establish and provide oversight to insure optimal performance, reliability, recoverability, and stability. Responsible for various database administration tasks in the production, testing, and training environments.
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Inbound Call CenterU S West Feb 1999 - Sep 1999 -
Program DirectorScottsdale Bible Church 1995 - 1998
Tim Roberts Skills
Tim Roberts Education Details
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Arizona College Of The BibleBible/Biblical Studies -
Saguaro High School
Frequently Asked Questions about Tim Roberts
What company does Tim Roberts work for?
Tim Roberts works for Osaic
What is Tim Roberts's role at the current company?
Tim Roberts's current role is AML Analyst at Osaic Wealth.
What is Tim Roberts's email address?
Tim Roberts's email address is tr****@****ers.net
What is Tim Roberts's direct phone number?
Tim Roberts's direct phone number is +160267*****
What schools did Tim Roberts attend?
Tim Roberts attended Arizona College Of The Bible, Saguaro High School.
What are some of Tim Roberts's interests?
Tim Roberts has interest in Blogging, Mobile App Development, Social Media, Video Production, Internet Technology, Family Ministry, Sound Engineering, Youth Ministry, Children's Ministry, Mobile Internet.
What skills is Tim Roberts known for?
Tim Roberts has skills like Social Media, Nonprofits, Project Management, Seo, Video Production, Public Speaking, Social Media Marketing, Strategic Planning, Event Planning, Marketing, Audio Editing, Radio Producing.
Not the Tim Roberts you were looking for?
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2att.com, att.com1 +184724XXXXX
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Tim Roberts
Midland, Tx1hotmail.com -
Tim Roberts
Senior Vice President, Global Strategy Group | Public Affairs | Communications | Government RelationsNew York, Ny7gmail.com, ymail.com, goldmansachs.com, hotmail.com, cfl.rr.com, blantonpeale.org, globalstrategygroup.com15 +191737XXXXX
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Tim Roberts
Nokomis, Fl1pciservices.com1 +181520XXXXX
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Tim Roberts
Charlotte, Nc
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