Tim Paulin, Cfa Email & Phone Number

Cincinnati Metropolitan Area

Direct four critical elements of Touchstone’s value proposition and advisor/sales team support: Product Management, Asset Manager Research, Global Market Strategy & Advisor Practice Management Solutions. Lead strategic product development and sub-advisor research and monitoring efforts. Negotiate contracts and manage business relationships with Touchstone's roster of sub-advisors. Manage fund expense and fee structures to ensure competitiveness and profitability. Orchestrate engagements with Touchstone fund board of trustees regarding advisor proposals. Evaluate, negotiate and implement fund acquisitions. Oversee development, enhancement and delivery of Touchstone’s unique approach to market strategy insights, practice management solutions, portfolio construction guidance and fund analysis. The postings on this site are my own and do not represent in any way Western & Southern Financial Group's (including its member companies) positions, strategies or opinions.

Raleigh-Durham, North Carolina Area

Key member of management team tasked with developing the company’s business strategy. Provided overall direction for product design, product development, and client engagement. Consulted with financial institutions and developed patented decision processes for purposes of retirement planning, mutual fund and manager analysis and investment suitability/client profiling.

Greater Minneapolis-St. Paul Area

Directed product management and sales support efforts for advisory programs, packaged products and planning services. Led investment manager and mutual fund research efforts. Spearheaded major projects to launch asset allocation, financial planning and trust service offerings.

Advised individual clients of this leading wealth management firm on how to manage their investments and plan for their future. Focused on fee-based, investment management consulting, resulting in nearly 50% recurring revenues.

Mba

Bba, Finance