Timothy Meyer Email & Phone Number

Greater New York City Area

Rye Brook, NY

At Prosperian, we understand that everyone has his or her own "life mosaic". It is our mission to stand at your side as financial professionals and counsel to help assemble those many pieces into a clear, cohesive and meaningful image.Core Services:- Building Financial Balance and Meaningful Savings Habits- Personal, Business, Estate and Retirement.

Stamford, CT

• Completed research on firm-wide equity positions and presented findings to Investment Committee; analysis resulted in a modification of the firm's U.S. small-cap and natural resources allocations.
• Interacted with prospective and existing clients on a regular basis.
• Performed due diligence and pitched presentations on private equity investments, resulting in over $8 million of capital commitments.
• Analyzed the performance of three private equity feeder funds and updated investors with quarterly correspondence.
• Prepared complex individual, trust, partnership, and estate tax returns.

Latham, NY

• Supported the Operations and Privileged Client Services Teams by completing applications of retirement and brokerage accounts.
• Executed transfer of asset requests from external accounts into Fidelity accounts.
• Accessed FBSI, Fidelity Wealth Central, and the Ayco Client Database to confirm client information.
• Interacted with clients and direct them to different employees to complete trades.
• Organized the team’s client folders to create an efficient search system.

Clifton Park, NY

• Connected with clients through confirmation calls, meetings, and conference preparations.
• Exposed to traditional IRA’s, Roth IRA’s, 401(k), 403(b) and rollovers of 403(b) into an IRA.
• Reorganized the office to develop a more efficient system for processing client portfolios.
• Used Contact Manager and Client Viewer to manage office organization and client connections.

Schenectady, NY

• Filed federal and state income tax returns for low-income families.
• Passed both beginner and intermediate tests in order to qualify as a preparer and reviewer.
• Exposed to tax forms such as 1040, W-2, etc. while becoming familiar with federal tax law.

Harrison, NY

• Supported the Accounting Services Department by working closely with audit schedules and trade confirmations on a daily basis.
• Exposed to daily reconciliations of transactions including cash and trade settlements, wires and capital contributions while becoming familiar with long-short equity securities positions.
• Introduced to and learned the basics of Bloomberg, Geneva, ClearPar and the Goldman Sachs Prime Broker Portal.
• Developed an understanding of how equities, corporate bonds and bank debt securities are traded.