Tim Whitney, Cfp® Email and Phone Number
Tim Whitney, Cfp® work email
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Tim Whitney, Cfp® personal email
My professional focus is on asset management and leading the TradeWinds firm. Over two decades in the business with a terrific staff that continues to grow. I challenge industry standards and strive to stay on the progressive side of the learning curve and education. Quantitative application combined with qualitative engagement successfully utilizes the capitals of an individual and their family.I am a private investment manager, hold the CFP® designation, international certifications in Family Business Planning and Family Wealth Planning from the FFI Global Education Network, and a certification in Blockchain and Digital Assets from the DACFP.Practice Concentrations: Family Governance Planning, Asset Management and Estate Planning Strategies Skills: Asset and Investment Management, Family Enterprise and Governance Development, Client EducationStarting new ventures and discovering new interests excites me - FinTech and DeFi (digital assets, blockchain, cryptocurrency, tokenization, NFTs). Earth impact, a gender-neutral, and human-forward corporate world are paramount to our future success. I have written three books of which have nothing to do with finance and business. These are creative outlets that keep life in balance.
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Chief Executive OfficerTradewinds Jan 2022 - PresentRaleigh, North Carolina, UsTradeWinds is a financial services company specializing in traditional planning and investment management as well as the digital space through Fintech and new innovations.
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Co-FounderZuul Jul 2022 - PresentRaleigh, North Carolina, UsZuul, an Insurtech company, excels in creating custom middleware solutions designed specifically for complex financial products, including annuity and insurance contracts.Conceived and developed by an RIA with RIAs in mind! -
Tim Whitney, Cfp®, Managing Director - Investments, Senior Pim Portfolio ManagerWells Fargo Advisors Dec 2003 - Jan 2022St. Louis, Missouri, Us -
Financial RepresentativeNorthwestern Mutual 2001 - 2003Milwaukee, Wi, Us
Tim Whitney, Cfp® Skills
Tim Whitney, Cfp® Education Details
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University Of North Carolina WilmingtonInternational Business -
Nagoya UniversityGeneral Studies
Frequently Asked Questions about Tim Whitney, Cfp®
What company does Tim Whitney, Cfp® work for?
Tim Whitney, Cfp® works for Tradewinds
What is Tim Whitney, Cfp®'s role at the current company?
Tim Whitney, Cfp®'s current role is CEO @ TradeWinds | Co-Founder @ Zuul | Driving Financial Innovation.
What is Tim Whitney, Cfp®'s email address?
Tim Whitney, Cfp®'s email address is wh****@****bal.net
What schools did Tim Whitney, Cfp® attend?
Tim Whitney, Cfp® attended University Of North Carolina Wilmington, Nagoya University.
What are some of Tim Whitney, Cfp®'s interests?
Tim Whitney, Cfp® has interest in Education, Lacrosse.
What skills is Tim Whitney, Cfp® known for?
Tim Whitney, Cfp® has skills like Pmp, Sdlc, Integration, Process Improvement, Program Management, Business Analysis, Vendor Management, Management, Project Planning, Resource Management, Change Management, Ms Project.
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