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Timothy H. Email & Phone Number

Annuity Specialist at Universal Wealth
Location: Surprise, Arizona, United States 9 work roles 2 schools
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Current company
Role
Annuity Specialist
Location
Surprise, Arizona, United States
Company size

Who is Timothy H.? Overview

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Quick answer

Timothy H. is listed as Annuity Specialist at Universal Wealth, a with 826 employees, based in Surprise, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Timothy H..

Timothy H. previously worked as Realtor at My Home Group and Managing Member at Three Sons Realty Llc. Timothy H. holds Mba, Business Administration from Keller Graduate School Of Management Of Devry University.

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Email format at Universal Wealth

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Universal Wealth

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Profile bio

About Timothy H.

Professional with over 10 years of experience in customer support. Passionate about helping friends find their new home.

Current workplace

Timothy H.'s current company

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Universal Wealth
Universal Wealth
Annuity Specialist
Surprise, AZ, US
Website
Employees
826
AeroLeads page
9 roles

Timothy H. work experience

A career timeline built from the work history available for this profile.

Managing Member

Three Sons Realty Llc

Surprise, Arizona, United States

Information Technology Specialist

Peoria, Arizona, United States

Collaborated with management to design and then implemented their web site gnginvestments.com. Updated their Podio system for tracking properties in their pipeline.

Feb 2020 - Apr 2020

Disability Case Manager

Phoenix, Arizona Area

+ Answer 40+ client telephone inquiries regarding status of claims, expected payments, and change of work status. + Call clients to gather information to determine next course of action + Manage 100+ customer claims simultaneously and utilize a database to input client information, upload claims, and document findings.+Contact external provider’s offices to obtain medical records to support disability claims.Compose correspondence and emails for clients to inform them of their claim result.

Dec 2018 - Nov 2019

Equity Trader

Phoenix, Arizona Area

+ Took 80+ inbound customer phone calls answering inquiries regarding their accounts + Utilized investment software to assist members with making financial investment transactions+ Supported a collaborative team project updating the investments page on USAA.com & mobile devices.

Jun 2013 - Nov 2018

Investment Consultant

+ Assisted VIP end-users with opening their accounts via phone and online+ Guided new clients through the company’s website and mobile apps to get them familiar with the organization+ Followed up with clients throughout the new account transfer process to ensure all transactions were completed successfully

Jan 2007 - Dec 2012
Team & coworkers

Colleagues at Universal Wealth

Other employees you can reach at myhomegroup.com. View company contacts for 826 employees →

2 education records

Timothy H. education

FAQ

Frequently asked questions about Timothy H.

Quick answers generated from the profile data available on this page.

What company does Timothy H. work for?

Timothy H. works for Universal Wealth.

What is Timothy H.'s role at Universal Wealth?

Timothy H. is listed as Annuity Specialist at Universal Wealth.

Where is Timothy H. based?

Timothy H. is based in Surprise, Arizona, United States while working with Universal Wealth.

What companies has Timothy H. worked for?

Timothy H. has worked for Universal Wealth, My Home Group, Three Sons Realty Llc, Stunning Homes Realty, and Elite Integrity Group.

Who are Timothy H.'s colleagues at Universal Wealth?

Timothy H.'s colleagues at Universal Wealth include Vijay Patnala, Adrian Spottsville, Barry Fisher, Jake Loken, and Carie Lemieux.

How can I contact Timothy H.?

You can use AeroLeads to view verified contact signals for Timothy H. at Universal Wealth, including work email, phone, and LinkedIn data when available.

What schools did Timothy H. attend?

Timothy H. holds Mba, Business Administration from Keller Graduate School Of Management Of Devry University.

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