Tim C.

Tim C. Email and Phone Number

Director, Plan Sponsor Services @ CAPIS
Mount Pleasant, SC, US
Tim C.'s Location
Mount Pleasant, South Carolina, United States, United States
About Tim C.

Tim is a versatile Financial Services Investment Executive with a 39 year track record of delivering superior revenue results by leading & motivating highly productive global Sales, Trading and Commission management teams. Known as a collaborative and enthusiastic sales leader who is skilled in directing cross sales of products, and maximizing revenue opportunities with clients & prospects. I have consistently demonstrated the required capabilities to meet all organizational objectives while handling multiple concurrent roles throughout my career. I am a member of The National Organization of Investment Professionals. I have also been an accomplished public speaker throughout the course of my career. Skills: Institutional Equity Sales & Trading, Electronic Trading, Commission Management Programs, Commission Recapture Programs for Asset Owners, Cross Sales of Products, New Client & Business Development, Account Management, Strategic Alliances, Project Management, Team Leadership, Strong Communication & Presentation skills, Coaching Contact information: timconway120@gmail.com

Tim C.'s Current Company Details
CAPIS

Capis

View
Director, Plan Sponsor Services
Mount Pleasant, SC, US
Tim C. Work Experience Details
  • Capis
    Director, Plan Sponsor Services
    Capis
    Mount Pleasant, Sc, Us
  • Td Cowen
    Managing Director, Head Of Plan Sponsor Services
    Td Cowen Jun 2017 - Present
    In my role as Head of TD Cowen's Plan Sponsor Services business, I have global responsibility for all aspects of our Plan Sponsor Services product offerings. TD Cowen provides commission recapture and asset owner initiated portfolio services, to a wide array of clients, helping our asset owner clients to reduce expenses and transaction costs. Our clients include, Public and Private pension plans, Taft-Hartley plans, Universities and Endowments, Mutual Funds, Insurance companies and sovereign wealth funds of all sizes worldwide. Our Plan Sponsor Services business also works with our asset owners investment managers and consultants.
  • Convergex
    Managing Director, Head Of Plan Sponsor Services
    Convergex May 2015 - Jun 2017
    New York, New York, Us
    Convergex was acquired by Cowen on June 1, 2017. My role at Convergex, was the same is it is today at Cowen and Company, Head of Plan Sponsor Services, responsible for all aspects of our Plan Sponsor Services product offerings.
  • Airex Inc.
    Managing Director, Sales And Business Development
    Airex Inc. Dec 2014 - May 2015
    AIREX Market is a cloud-based independent marketplace for financially actionable applications, information, and reports.Direct responsibilities included; Developing Strategic Partnerships & Alliances, Securing new Demand & Supply side client acquisition for the AIREX marketplace.
  • Kcg Holdings, Inc. (Formerly Knight Capital Group)
    Managing Director, Global Head Of Cross Selling
    Kcg Holdings, Inc. (Formerly Knight Capital Group) Aug 2013 - Oct 2014
    New York, Ny, Us
    Lead Global Cross Selling initiative by working directly with all KCG sales teams and Business Heads.
  • Knight Capital Americas, L.P.
    Managing Director, Global Head Of Cross Selling
    Knight Capital Americas, L.P. Apr 2011 - Aug 2013
    Led Global Cross Selling initiative by working directly with all Knight sales teams and Business Heads.
  • Knight Capital Americas, L.P.
    Director Of Commission Management Sales
    Knight Capital Americas, L.P. Jan 2007 - Mar 2011
    Responsible for the sales and growth of Commission Management products and services, including Client Commission Arrangements and Commission Sharing Arrangements. Responsible for working with investment manager clients in fulfilling client directed brokerage obligations.
  • Harborview, Llc
    President & Ceo
    Harborview, Llc May 2003 - Mar 2006
    HARBORVIEW, LLC, New York, NY 2003 – 2006 (former Instinet Group company offering Instinet’s and its own clients dedicated access to exchange-listed liquidity at The New York Stock Exchange. Member NYSE/NASD/SIPC).PresidentOversaw all aspects of the broker-dealer, including revenue, regulatory and compliance obligations, service levels, client approvals, risk management, and financial reporting obligations.
  • Instinet, Llc
    Senior Vice President
    Instinet, Llc Mar 2000 - Mar 2006
    New York, Ny, Us
    Various roles held throughout tenure at Instinet, including; Director of Global Trading, Lynch, Jones & Ryan division, President of Harborview, LLC, Member NYSE/NASD/SIPC, Director of Commission Management Services, SVP, The Bridge Trading Company
  • Bridge Trading Company
    Senior Vice President
    Bridge Trading Company 2005 - 2006
    New York, Ny, Us
    (former Instinet Group company acquired in 2005, Institutional agency broker providing execution & research services to clients) Managed all transition-related requirements after Instinet's acquisition of BTC, including trading systems/technology deployment, new trade clearing firm, new office location, migration of various business functions to New York City.
  • Lynch, Jones & Ryan, Inc
    Executive Vice President, Director Of Global Trading
    Lynch, Jones & Ryan, Inc 1997 - 2005
    (Instinet Company acquired in 2000 and sold in 2005, Institutional agency broker, Leader in providing global commission recapture programs & indepdent research services to clients) Directed all Global Trading relationships and investment manager client revenues, including soft and client directed commissions, Oversaw team of 20 Sales Traders
  • Lynch, Jones & Ryan, Inc.
    Senior Vice President, Director Of U.S. Institutional Sales
    Lynch, Jones & Ryan, Inc. 1995 - 2000
    Lead Sales team of 10 professionals in New York & 4 regional offices that focused on sales of independent research products & services & maximizing client directed commissions for institutional clients.
  • Lynch, Jones & Ryan, Inc.
    Senior Vice President/Director Of International Operations
    Lynch, Jones & Ryan, Inc. 1994 - 1997
    Served as General Manager, London Office. Developed/marketed LJR's global correspondent trading network, allowing clients to trade in local markets,Oversaw growth of all international sales/trading activities, Worked extensively in introducing commission recapture programs as a new business in the United Kingdom & Europe, entailed working directly with major Pension Schemes, Regulatory Authorities & industry consultants
  • Lynch, Jones & Ryan, Inc.
    Vice President, International Equity Trading
    Lynch, Jones & Ryan, Inc. 1989 - 1994
    Managed business/trading development for all international clients.Extensive international travel marketing LJR's global trading capabilities.

Tim C. Skills

Equities Securities Equity Trading Electronic Trading Trading Capital Markets Hedge Funds Trading Systems Investments Risk Management Series 7 Financial Markets Business Development Management Investment Banking Etfs Series 63 Finra Series 24 Sales Management Crm Cross Selling Salesforce.com Commissioning Management Key Account Management Time Management Deadline Oriented Communication Team Leadership Coaching People Management Cross Team Collaboration Customer Relationship Management Strategic Partnerships Soft Dollars New Business Development Leadership Options Fixed Income Bloomberg Market Data Derivatives

Tim C. Education Details

  • Hobart And William Smith Colleges
    Hobart And William Smith Colleges
    Economics
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
  • Delbarton School
    Delbarton School
    High School

Frequently Asked Questions about Tim C.

What company does Tim C. work for?

Tim C. works for Capis

What is Tim C.'s role at the current company?

Tim C.'s current role is Director, Plan Sponsor Services.

What is Tim C.'s email address?

Tim C.'s email address is ti****@****hoo.com

What is Tim C.'s direct phone number?

Tim C.'s direct phone number is +190863*****

What schools did Tim C. attend?

Tim C. attended Hobart And William Smith Colleges, The London School Of Economics And Political Science (Lse), Delbarton School.

What are some of Tim C.'s interests?

Tim C. has interest in Kayaking, International Travel, New Technology, Skiing, Cyclocross, Investing, Randonneuring, Road Cycling, Wine Making, Reading.

What skills is Tim C. known for?

Tim C. has skills like Equities, Securities, Equity Trading, Electronic Trading, Trading, Capital Markets, Hedge Funds, Trading Systems, Investments, Risk Management, Series 7, Financial Markets.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.