Tim Nelson Email and Phone Number
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Work Background:Seasoned and proactive professional with a unique hybrid skillset that touches business development and management, customer relationships, corporate partnerships, investment management, and operations management, focused on bringing alignment between departments, determining tools and strategies to grow revenue, and prioritizing efficiency and accountability. Known as a driven, influential entrepreneur and collaborator who understands the value of growing a brand rooted in loyal customer confidence. Offering significant experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Bringing solid understanding of industry trends, excellent communication skills, and talent for spotting areas in need of improvement and implementing changes with a strategic approach.Personal Story:In March of my sophomore year, I was faced with a difficult personal challenge when my brother James was diagnosed with terminal brain cancer. Despite the devastating news, I believe this experience ultimately shaped my personal and professional development. I now channel this experience as a source of motivation and inspiration in my daily work.In addition to my professional pursuits, I am an avid supporter of various local cancer-based philanthropy groups, and have dedicated much of my free time to volunteer and raise funds for these organizations. Through speaking engagements and private donations, I have contributed to raising over $250,000 for these non-profit organizations.As a family man, I prioritize spending my free time with my loved ones, including my wife Lindsey, son Hunter and our three dogs, Lacey, Chloe and Sophie. I am grateful for the unwavering support of my wife Lindsey, who has been my rock throughout my personal and professional journey. I am thankful to have her by my side and am reminded daily that life is truly a beautiful thing.#livewithpassionEncompass More Asset Management LLC is a registered investment adviser with the U.S. Securities andExchange Commission (“SEC”). Registration with the SEC does not imply a certain level of skill ortraining. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
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Co-Founder/Managing PartnerSkyline Financial Partners, Llc May 2023 - PresentSterling, Virginia, Us -
Managing Partner/Co-FounderBull Run Investment Management, Llc Mar 2020 - May 2023Mclean, Virginia, Us• Successfully led the spin-off of a stand-alone Registered Investment Advisory Firm and achieved growth from zero to 50 million in Assets Under Management within two years.• Proven ability to effectively communicate and educate clients, demonstrated as the head speaker for the BRIM team, resulting in the acquisition of 30 million in assets from six major speaking events, with a participant sig-nups ratio surpassing 50%.• Demonstrated operational expertise in various areas including ADV updates, fee pull calculations, and advisor payments.• Actively serve as a financial advisor for the team and possess proficiency in various industry-leading advisor programs such as Money Guide Pro, Black Diamond, Riskalyze, and Wealthbox.• Aligned organizational objectives with company mission, increasing revenue, profit, and business growth by col-laboratively developing integrated strategies.• Drove implementation of new market expansion to propel business forward and adapt to market changes.• Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals -
Managing Partner/FounderBull Run Financial Group, Llc Mar 2017 - May 2023• Proven ability to initiate and lead successful business ventures, evidenced by the successful creation, and launch of BRFG as an entity.• Proven track record of effective management and leadership, demonstrated by successfully overseeing a team of 25 agents over a 6-year period.• Experience as a General Agent for Ohio National from 2017-2020, during which time the agency was recognized as a top 30 General Agency in 2018 and 2019 and managed the top 5 AGA units in the entire company.• Demonstrated expertise in training and development, serving as the head trainer for the field force.• Proven ability to drive growth and success, demonstrated by overseeing compensation and major growth initia-tives for the company.• Head of insurance planning for the firm, responsible for providing guidance and direction in the development of clients' insurance plans.• Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.• Analyzed and presented financial standings and cost-effectiveness to other partners and investors.
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Senior Vice PresidentRillhurst Capital Nov 2016 - Mar 2017• Increased company growth through collaboration with sales and marketing departments.• Recognized as the 2016 Rillhurst Capital Agent of the Year for outstanding performance and contributions to the company.• Proven track record of sales success, consistently ranked as a top producer for life insurance and annuity sales.• Demonstrated leadership and management skills as the manager of the top sales team at Rillhurst Capital.
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Vice PresidentRillhurst Capital Jun 2016 - Nov 2016Promoted to Senior VP in less than 6 months after managing the team with the highest client acquisition metrics at Rillhurst.
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Financial AdvisorMoney One Federal Credit Union Jun 2015 - Jun 2016Largo, Md, UsWhen it comes to planning for your future and dealing with everything from college planning, retirement planning or even estate strategies, it can help to have someone who's experienced and knowledgeable to assist you along the way. As the Advisor for the Credit Union, Timothy worked closely with members to provide them with strategies to help with their unique situations. With a heavy heart, Timothy had to leave Money One Federal Credit Union after accepting the Vice President Job at Rillhurst Capital as the relationship with MOFCU was originally established by senior management at Capitol Financial Partners. Timothy still frequents the annual Money One Shred Day and keeps in touch with old co-workers at the credit union. -
Financial AdvisorCapitol Financial Partners Jul 2014 - Jun 2016• Educated clients on various financial matters and provided professional recommendations on investment oppor-tunities, products, and services based on each client’s individual needs.• Assisted clients with preparing financial plans, conducting investment research, and completing trades and trans-actions to assess and meet financial goals.• Delivered strategy advisement and corporate financing to clients.• Kept client financial plans optimized for current market trends and economic conditions.• Actively engaged in professional development, as a member and speaker for The College Funding Coach, with over 40 2-hour seminar presentations completed.
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Financial AdvisorVoya Financial Aug 2013 - Jul 2014New York, Ny, Us• Specialized in creating and developing business relationships with clients, with a primary focus on 401k and per-sonal financial plans.• Achieved a top 5 ranking in new client acquisition in 2014 out of over 100 advisors within the McAdam Financial sub-group. -
Economist (Student Career Employment Program)U.S. Department Of The Interior Jun 2008 - May 2013Washington, Dc, Us• Experience in Economics, Procurement, Administration & Budget, and Security offices• 15 country fiscal analysis for oil and natural gas management policies• Cost benefit analysis for venting and flaring emissions of Gulf Coast oil wells• Quality assurance reporting• Experience with handling grants, solicited and unsolicited proposals • Analysis and verification of different financial reports -
ExternCassidy & Associates 2011 - 2011Washington, Dc, Us• Shadowed appropriations, policy, and funding lobbyists -
Pool ManagerRedmond Community Management Jun 2006 - Jun 2008Started work at 14 years old checking pool passes and opening/closing pools to pay for my crappy Mazda protege and support my family during tough financial times.
Tim Nelson Education Details
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James Madison UniversityEconomics And Political Science Double Major: Political Communication Minor
Frequently Asked Questions about Tim Nelson
What company does Tim Nelson work for?
Tim Nelson works for Skyline Financial Partners, Llc
What is Tim Nelson's role at the current company?
Tim Nelson's current role is Co-Founder/Managing Partner at Skyline Financial Partners, LLC.
What is Tim Nelson's email address?
Tim Nelson's email address is tn****@****nfg.com
What is Tim Nelson's direct phone number?
Tim Nelson's direct phone number is +170347*****
What schools did Tim Nelson attend?
Tim Nelson attended James Madison University.
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