Timothy Mitchell Email & Phone Number

Bryn Mawr, PA, US

Dakota Funds Group is a 3rd party marketing firm that specializes in raising capital for active boutique investment management firms and their strategies. Founded in 2006, Dakota has raised ~$20 billion for 15 different investment management strategies and is located in Bryn Mawr, PA, with 10 employees.Our View of the World: We live in a world that has.

Westlake, Ohio, US

Responsible for overall strategic formulation and execution of technology at Equity Institutional-Directed Trustee Services. Managed multiple applications for business line responsible for over 200,000 customers and $22 Billion Dollars in Assets for 2+ years with 99.95% up-time. Managed team of 7 - 9 professionals which performed production support and.

Broomall, PA, US

Responsible for all IT of a multi-branch community bank Reported directly to the COO and managed team of 4 - 8 professionals performing production support, new software deployment, virtualization, etc. Managed external vendors and negotiated new contracts for IT Department which reduced capital expenditures by 10%. Created a new process for the CFO to.

Fort Washington, PA, US

Project management for Adobe CS5 deployment to Campbell Soup Company’s Graphic Design department. Provided hands-on management of multiple client networks of various sizes and levels of complexity. Handled a full range of tasks, from server troubleshooting to user desktop issues. Planned projects and provided superior service to clients.

Managed the technology planning and execution of mobile networks and virtual office spaces for Oppenheimer Capital’s remote office in West Conshohocken, PA. Administered organization-wide needs-assessment; identified critical training needs and requirements for Archbrook Capital. Communicated detailed product knowledge to support consulting engagements..

Managed all technology needs, budgeting, planning, execution and implementation for the Investment Management Firm. Built custom reports to increase productivity of research databases and portfolio management. Supported users of Advent Axys, Bloomberg, and FactSet. Performed stock screening, researched companies financials, built dividend discount models.

Sydney, NSW, AU

• Provided assistance to both Spanish and English speaking retirement plan participants.
• Provided retirement technical assistance, account status information and current information about investment options available in the participant’s plan.
• Explained plan provisions and procedures to the participant.
• Handled exchanges and investment redirection requests.
• Initiated account research to resolve service problems or respond to an inquiry.

Wheaton, IL, US

• Instructed students in the use of software programs.
• Responsible for fixing both software and hardware problems.
• Troubleshooting of various printers, desktops, and laptops.
• Supervised 25 students.

Wheaton, IL, US

• Built out high-speed network to on-campus buildings.
• Monitored network for bandwidth violations.
• Responsible for daily troubleshooting of network connectivity problems.
• Assisted students, staff, and faculty in the roll-out of wireless internet on campus.