Tim Watkins

Tim Watkins Email and Phone Number

Finance | Strategy | Tech @ San Francisco, California, United States
San Francisco, California, United States
Tim Watkins's Location
United States, United States
Tim Watkins's Contact Details

Tim Watkins personal email

n/a
About Tim Watkins

Tim Watkins is a Finance | Strategy | Tech at Self-employed. He possess expertise in financial analysis, dcf valuation, equities, financial accounting, mutual funds and 10 more skills. He is proficient in Spanish.

Tim Watkins's Current Company Details
Self-employed

Self-Employed

Finance | Strategy | Tech
San Francisco, California, United States
Tim Watkins Work Experience Details
  • Self-Employed
    Self-Employed
    San Francisco, California, United States
  • Pwc
    Consulting - Private Equity
    Pwc Jun 2022 - Jul 2023
    Gb
    View
  • Sierra Ridge Wealth Management
    Portfolio Manager
    Sierra Ridge Wealth Management Apr 2019 - May 2022
    Roseville, Ca, Us
    Portfolio manager overseeing various private wealth investment strategies- Financial modeling (intrinsic/relative valuation)- Macroeconomic & capital markets research- Investment performance reporting- Trade execution- Tax minimization strategies- Market analysis published to client base in monthly newsletter- Practice managementSecurities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. 1495 River Park Drive, Sacramento, CA 95815; Office: 916-891-2557. Sierra Ridge Wealth Management is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT.
    View
  • State Street
    Assistant Vice President
    State Street Sep 2016 - Mar 2019
    Boston, Massachusetts, Us
    View
  • Lendingclub
    Senior Financial Analyst
    Lendingclub 2016 - 2016
    San Francisco, California, Us
    View
  • Vista Equity Partners
    Associate - Operations
    Vista Equity Partners 2015 - 2016
    Austin, Tx, Us
    View
  • State Street
    Senior Fund Accountant
    State Street 2012 - 2015
    Boston, Massachusetts, Us
    View

Tim Watkins Skills

Financial Analysis Dcf Valuation Equities Financial Accounting Mutual Funds Microsoft Excel Visual Basic Data Analysis Microsoft Office Sql Strategy Leadership Management Listed Derivatives Us Gaap

Tim Watkins Education Details

  • University Of California, Davis - Graduate School Of Management
    University Of California, Davis - Graduate School Of Management
    Strategy
  • University Of California, Davis
    University Of California, Davis
    Psychology
  • Wharton Online
    Wharton Online
    Private Equity Certification Program

Frequently Asked Questions about Tim Watkins

What company does Tim Watkins work for?

Tim Watkins works for Self-Employed

What is Tim Watkins's role at the current company?

Tim Watkins's current role is Finance | Strategy | Tech.

What is Tim Watkins's email address?

Tim Watkins's email address is tw****@****lth.com

What schools did Tim Watkins attend?

Tim Watkins attended University Of California, Davis - Graduate School Of Management, University Of California, Davis, Wharton Online.

What are some of Tim Watkins's interests?

Tim Watkins has interest in Social Media, Personal Investment, San Francisco Giants Baseball, Visual Basic Programming.

What skills is Tim Watkins known for?

Tim Watkins has skills like Financial Analysis, Dcf Valuation, Equities, Financial Accounting, Mutual Funds, Microsoft Excel, Visual Basic, Data Analysis, Microsoft Office, Sql, Strategy, Leadership.

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