Tim Herrmann Email & Phone Number

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Tampa/St. Petersburg, Florida Area

Tampa/St. Petersburg, Florida Area

Tampa, FL

• Take an active role in RCS related business updates and projects including statement redesign, excessive trader changes, account service fee updates, and paperless enrollment for TRAC participants.
• Communicate with clients through inbound telephone calls and resolve client research, transaction processing, and fund guidance requests.
• Place outbound phone calls to current and prospective clients to discuss legislative and tax related changes to current account, and offer needs driven… Show more
• Place outbound phone calls to current and prospective clients to discuss legislative and tax related changes to current account, and offer needs driven solutions to assist clients in meeting their financial goals.
• Create and facilitate trainings on taxes, products, and systems for tenured and newly hired associates. Show less

Tampa/St. Petersburg, Florida Area

• Serve as project lead for the Keogh Migration project which involves creating marketing mailings, maintaining a customer database, and communicating vital business and project updates to the department.
• Work with the legal department on resolving complex requests from customers and associates.
• Handle escalated Keogh plan issues with seniors, supervisors and managers with the goal of finding appropriate resolutions for our clients.
• Update manuals to comply with current policy and… Show more
• Update manuals to comply with current policy and procedural changes related to the Keogh products. Show less

Tampa, FL

• Provided world class service to clients through inbound phone calls while placing mutual fund transactions, researching complex client issues, and cross-selling appropriate products and services.
• Responded to inquiries on tax related questions from IRA and mutual fund account holders.
• FINRA Series 6 and 63 licensed
• Served as an IRA liaison and resource for complex IRA questions and research issues.

Seminole, FL

• Placed 60-100 daily outbound phone calls to current customers with the goal of updating accounts and offering new financial services and products that fit the needs of the customer.
• Gained experience in the financial and real estate markets in regards to credit and mortgage related policies.

Tampa, FL

• Motivated the customer service team and assisted in coaching employees to help reach the department goals.
• Trained newly hired associates with the goal of being able to perform their job duties at a quality level.

Mba, Honors

Activities and Societies: Beta Gamma Sigma, Naimoli Insitute for Business Strategy Competition Winner, SAP Simulation Winner

Bachelors, Sports Management

Activities and Societies: Student Coordinator- Greek Life, Pi Kappa Phi, UT Diplomats, Orientation Team, PEACE