Tim Sutherland's Location
Metro Jacksonville, United States
Tim Sutherland's Contact Details
Tim Sutherland work email
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Tim Sutherland personal email
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About Tim Sutherland
Tim Sutherland is a First Vice President, Regional Business Development Manager at Morgan Stanley at Morgan Stanley.
Tim Sutherland's Current Company Details
Morgan Stanley
First Vice President, Regional Business Development Manager at Morgan Stanley
Tim Sutherland Work Experience Details
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First Vice President | Regional Business Development ManagerMorgan Stanley Oct 2023 - PresentJacksonville, Fl©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlTim Sutherland may only transact business in states where he is registered or excluded or exempted from registration. "http://brokercheck.finra.org" Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Tim Sutherland is not registered or excluded or exempt from registration.
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Resident DirectorMerrill Lynch 2016 - 2019Ponte Vedra Beach, FloridaAs Resident Director, I performed a dual role of both Financial Advisor and Manager of a Wealth Management office with over $30M in annual revenue and 30 Financial Advisors. I successfully met and exceeded all strategic and tactical professional objectives through high-quality leadership. I excelled across multiple business departments and focused on delivering innovative solutions for pervasive problems. I effectively recruited and trained financial advisors to bolster client experience. I boosted client acquisition while retaining existing client base and driving client acquisition by 150% year-over-year. I drove office assets flow performance by 185% and consistently exceeded office referral opportunity performance and financial advisor participation objectives, over 80% participation each year. I analyzed business revenue and allocated expense budgets to strategically improve valuation, reducing costs each year more than the stated objective. I also maintained adherence with regulatory standards, achieving no findings each year of review. -
Market Administrative ManagerMerrill Lynch 2013 - 2015Jacksonville, FloridaAs market administrative manager, I collaborated with team leaders and allocated high-volume business budgets to drive and meet organizational success. Maintained accountability for office revenues valued as high has $150B. I achieved development of strategic initiatives and execution of market development plans to support business revenue growth. I maintained strict expense control and reduced costs to consistently perform under annual allocated budgets. I maintained high standards of compliance, focusing on both internal and industry policies and procedures. I also effectively coached and trained new team members and forged relationships with clients, other team members, and external partners.
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Market ExecutiveMerrill Lynch 2011 - 2013Ridgeland, MississippiAs Market Executive, lead the Mississippi market of 5 offices, generating over $40M in annual revenue to achieve the business goals, leveraging the team consisting of an Administrative Manager, Client Relationship Manager, 4 Resident Directors, 50+ Financial Advisors, 20+ Client Associates and Operations staff. Drove market performance results through planning, leading, and executing strong sales and service behaviors across all client segments served. Managed the market financials, including profit and loss management, customer and revenue growth, and loss prevention.I leveraged enterprise relationships and proactively collaborated across the organization to deliver our full capabilities to clients.Hired, managed, and developed a diverse management, sales and support team.Interacted with clients and prospects on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products.Anticipated, managed, and resolved risk items to protect the interests of the firm while enhancing the client experience.Promoted and recognized performance; adhering to the performance management process, policies and tools.I acquired talent through hiring experienced Financial Advisors and trainees.
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Associte Market ExecutiveMerrill Lynch 2008 - 2011Cincinnati, OhAs associate market executive, I fostered strong professional relationships and implemented business plans to facilitate achievement of business goals. I also directed operations for 8 branch offices and maintained accountability for over 100 FAs, over 40 support personnel and over $100M in annual revenue.
Tim Sutherland Education Details
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Business Administration And Management, General
Frequently Asked Questions about Tim Sutherland
What company does Tim Sutherland work for?
Tim Sutherland works for Morgan Stanley
What is Tim Sutherland's role at the current company?
Tim Sutherland's current role is First Vice President, Regional Business Development Manager at Morgan Stanley.
What is Tim Sutherland's email address?
Tim Sutherland's email address is ti****@****ley.com
What schools did Tim Sutherland attend?
Tim Sutherland attended University Of South Florida.
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Tim Sutherland
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Tim Sutherland
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