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Tim Bayee, Cima® is listed as Associate | Institutional Investments at First Trust Advisors at First Trust, a company with 727 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at ftportfolios.com, phone signal with area code 630, 800, and a matched LinkedIn profile for Tim Bayee, Cima®.
Tim Bayee, Cima® previously worked as Associate| Institutional Investments at First Trust Advisors at First Trust and ETF/SMA Advisor Consultant at First Trust Portfolios L.P.. Tim Bayee, Cima® holds Bachelor Of Arts, Accounting from Gies College Of Business - University Of Illinois Urbana-Champaign.
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AeroLeads found 1 current-domain work email signal for Tim Bayee, Cima®. Compare company email patterns before reaching out.
Tim Bayee, Cima® is a Associate | Institutional Investments at First Trust Advisors at First Trust. He possess expertise in mutual funds, investments, separately managed accounts, retirement planning, series 63 and 15 more skills. Colleagues describe him as "I've known Tim Bayee for over 17 years, and I take great pleasure in recommending him. Tim has a rare combination of work ethic, integrity, perseverance and adaptability, qualities that make him an excellent addition to any organization. In addition, he has a fantastic ability to connect with a diverse group of people. He brings a great outlook and sense of humor to every engagement. Over the years, Tim has been person of great significance in my life, and has helped me both… Show more" and "Tim is a dedicated and talented sales and businessman. During his tenure with Van Kampen he consistently achieved excellent results. Tim also has a lifelong passion and drive for learning and thereby improving his already exemplary performance. Even more importantly Tim consistently provided an example of the highest moral and ethical standards."
Listed skills include Mutual Funds, Investments, Separately Managed Accounts, Retirement Planning, and 16 others.
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A career timeline built from the work history available for this profile.
Wheaton, IL
First Trust Portfolios L.P. and its affiliate First Trust Advisors L.P. (collectively "First Trust") were established in 1991, providing a variety of investment solutions to retail and institutional investors.
Wheaton, IL
I worked with advisors in identifying portfolio solutions with best in class ETFs, better portfolio construction, and boutique affiliate asset management solutions.
Mutual Funds & Separately Managed AccountsStarted an independent wholesaling territory in IllinoisRepresented four different Mutual Fund and SMA companies - Compass EMP Funds, Catalyst Funds, Empiric Funds and American Independence FundsIntroduced and marketed niche funds to Registered Investment Advisors and Financial Planners
Unit Trusts Directed a $600 million sales territory covering Pennsylvania and West VirginiaCreated and implemented timely sales proposals growing the territory sales from $350 million to $600 millionAwarded business title of Vice President in 2006 following a consistent period of sales growth over the previous four yearsManaged Internal Sales Consultant's.
Limited Partnerships Coverage; Promoted sales in the territory through regular meetings with financial planners increasing sales by 33% with eight monthsDeveloped and strengthened relationships with financial planners and investors resulting in additional referral opportunities and increased sales
Unit Trusts Administered a $600 million sales territory covering; Reinforced external wholesaler's sales efforts, leading to three consecutive years of a 100% increase in year-over-year salesMentored new hires through training and support activities resulting in increased productivity and internal advancementLiaison to the Generations Club, composed of top.
Responsible for preparation, filing, payment, and review of state and local sales and property taxesAudited monthly and quarterly financial statementsSystem administrator for accounting softwareResearched new and existing state and local tax laws
Other employees you can reach at ftportfolios.com. View company contacts for 727 employees →
Owen Elliott
Colleague at First Trust
Wheaton, Illinois, United States, United States
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Evan Singley
Colleague at First Trust
Wheaton, Illinois, United States, United States
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Jd East
Colleague at First Trust
Wheaton, Illinois, United States, United States
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Lilly Nikkel
Colleague at First Trust
Wheaton, Illinois, United States, United States
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Patrick Olson
Colleague at First Trust
Greater Chicago Area, United States
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Paul Haefliger
Colleague at First Trust
Greater Chicago Area, United States
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Nathan Erickson
Colleague at First Trust
Naperville, Illinois, United States, United States
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Brian Kessler
Colleague at First Trust
Wheaton, Illinois, United States, United States
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Ross Neuman
Colleague at First Trust
Minneapolis, Minnesota, United States, United States
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Eliénaï (Eli) Ouoba
Colleague at First Trust
Greater Chicago Area, United States
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Quick answers generated from the profile data available on this page.
Tim Bayee, Cima® works for First Trust.
Tim Bayee, Cima® is listed as Associate | Institutional Investments at First Trust Advisors at First Trust.
AeroLeads has found 1 work email signal at @ftportfolios.com for Tim Bayee, Cima® at First Trust.
AeroLeads has found 3 phone signal(s) with area code 630, 800 for Tim Bayee, Cima® at First Trust.
Tim Bayee, Cima® is based in Greater Chicago Area, United States, United States while working with First Trust.
Tim Bayee, Cima® has worked for First Trust, First Trust Portfolios L.P., Td Ameritrade, Northwestern Mutual, and Multi-Funds, Inc.
Tim Bayee, Cima®'s colleagues at First Trust include Owen Elliott, Evan Singley, Jd East, Lilly Nikkel, and Patrick Olson.
You can use AeroLeads to view verified contact signals for Tim Bayee, Cima® at First Trust, including work email, phone, and LinkedIn data when available.
Tim Bayee, Cima® holds Bachelor Of Arts, Accounting from Gies College Of Business - University Of Illinois Urbana-Champaign.
Tim Bayee, Cima® is listed with skills including Mutual Funds, Investments, Separately Managed Accounts, Retirement Planning, Series 63, Asset Management, Series 7, and Etfs.
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