Tim Stinson

Tim Stinson Email and Phone Number

President, Cetera Advisor Networks | Delivering results to accelerate positive momentum @ Cetera Advisor Networks LLC
Tim Stinson's Location
Newport Beach, California, United States, United States
Tim Stinson's Contact Details
About Tim Stinson

As President of Cetera Advisor Networks, I am responsible for all aspects of the Cetera Advisor Networks community, including growth, technology, sales support and operations. I am a founding member of Cetera’s Diversity, Equity, Inclusion and Belonging Council and I serve on the Financial Services Institute’s board of directors. By leading the Cetera Advisor Networks community in collaboration with one of the most formidable leadership teams in the independent broker-dealer space, I'm excited about the opportunity to expand on Cetera’s success and proud to support our financial professionals so they can achieve their own business success.

Tim Stinson's Current Company Details
Cetera Advisor Networks LLC

Cetera Advisor Networks Llc

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President, Cetera Advisor Networks | Delivering results to accelerate positive momentum
Tim Stinson Work Experience Details
  • Cetera Advisor Networks Llc
    President
    Cetera Advisor Networks Llc Jan 2022 - Present
    El Segundo, Ca, Us
  • Cetera Financial Group
    Head Of Wealth Management
    Cetera Financial Group Sep 2017 - Jan 2022
    San Diego , Ca, Us
    Executive leader responsible for the overall strategy and growth of wealth management and business development across Cetera Financial Group. This scope includes sales and consulting support of advisory platforms, and recruiting. In this role, he was focused on igniting asset growth and leading and attracting teams dedicated to the delivery of an Advice-Centric Experience® aimed to guide more clients to reaching financial wellbeing throughout all stages of life.
  • Cetera Financial Group
    National Sales Manager, Wealth Management
    Cetera Financial Group Jan 2015 - Sep 2017
    San Diego , Ca, Us
    As a member of the senior leadership team, Tim was responsible for driving growth of assets under management and net new assets on Cetera’s advisory platforms by providing the highest quality service and support for financial advisors engaged in an advisory business model. He and his team provided practice management, product solutions and technical support, advanced case design, and wealth management consulting services to advisors.
  • Northern Trust
    Senior Vice President
    Northern Trust Aug 2013 - Jan 2015
    Chicago, Illinois, Us
  • Fidelity Institutional Wealth Services
    Senior Vice President
    Fidelity Institutional Wealth Services Nov 2009 - Aug 2013
    Boston, Ma, Us
    Fidelity Institutional Wealth Services provides custody, clearing, trading, and investment services to the independent RIA community. My position is responsible the leading the sales and relationship management organization in the Western U.S.
  • Fortigent
    Managing Director
    Fortigent Jul 2007 - Nov 2009
    Fortigent provides consulting and outsourcing services to independent RIA's, Multi Family Offices, and Private Banks and Trust Companies with Assets Under Management of $300M+. The firm specializes in providing research and due diligence for investment process and product due diligence with emphasis on Alternatives, Separately Managed Accounts, and Unified Management Accounts. I was responsible for new business development strategies at Fortigent with emphasis on expanding the firm's brand in the Western half of the U.S.
  • Sei Investments
    Managing Director
    Sei Investments Jun 1992 - May 2007
    Oaks, Pa, Us
    I was responsible for sales and service in SEI's Advisor Network in the Western U.S. (1998 - 2004) and for the Northeast U.S. (2004-2007). I also had several other roles during my tenure at SEI that included Research Analysts, Marketing Associate, Manager of Shareholder Communications, and Regional Sales Director.
  • Sei Investments
    Managing Director
    Sei Investments 1992 - 2007
    Oaks, Pa, Us

Tim Stinson Skills

Investments Financial Services Mutual Funds Relationship Management Due Diligence Investment Advisory Management Series 7 New Business Development Sales Investment Banking Trading Outsourcing

Tim Stinson Education Details

  • Saint Joseph'S University
    Saint Joseph'S University
    Marketing

Frequently Asked Questions about Tim Stinson

What company does Tim Stinson work for?

Tim Stinson works for Cetera Advisor Networks Llc

What is Tim Stinson's role at the current company?

Tim Stinson's current role is President, Cetera Advisor Networks | Delivering results to accelerate positive momentum.

What is Tim Stinson's email address?

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What is Tim Stinson's direct phone number?

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What schools did Tim Stinson attend?

Tim Stinson attended Saint Joseph's University.

What skills is Tim Stinson known for?

Tim Stinson has skills like Investments, Financial Services, Mutual Funds, Relationship Management, Due Diligence, Investment Advisory, Management, Series 7, New Business Development, Sales, Investment Banking, Trading.

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