Please complete the CAPTCHA to continue
@touchstoneinvestments.com
✓
4 phones found area 919, 800, and 513
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Tim Paulin, Cfa is listed as Senior Vice President, Investments & Product Strategy at Touchstone Investments at Touchstone Investments, a company with 100 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at touchstoneinvestments.com, phone signal with area code 919, 800, 513, and a matched LinkedIn profile for Tim Paulin, Cfa.
Tim Paulin, Cfa previously worked as Sr. Vice President at Touchstone Investments and Principal, Director of Product Design at Klein Decisions. Tim Paulin, Cfa holds Mba from Georgia State University - J. Mack Robinson College Of Business.
This section adds company-level context without repeating Tim Paulin, Cfa's masked contact details.
AeroLeads found 2 current-domain work email signals for Tim Paulin, Cfa. Compare company email patterns before reaching out.
Innovative Executive with 20+ years of progressively responsible experience in all facets of wealth management and managed products. Skilled at developing business opportunities and implementing processes and systems to improve organizational performance. Active business partner and consensus builder with outstanding problem solving, analytical, and collaborative skills. Signature strengths include product management, investment research, and business development. Specialties: Visionary Leadership, Product Development, Investment Research, Strategic Planning, Business Development, Client Relationships, P & L Management, Revenue and Profit Growth, Team DevelopmentSecurities offered through Touchstone Securities, Inc. member FINRA/SIPC, a member of Western & Southern Financial Group, Inc. (“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as a solicitation to buy or sell securities.Third party posts found on this profile do not reflect the views of Touchstone Securities, Inc. and have not been reviewed or verified by Touchstone Securities, Inc. as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.
Listed skills include Investment Research, Facets, Research, Product Management, and 1 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
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.
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.
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.
Other employees you can reach at touchstoneinvestments.com. View company contacts for 100 employees →
Mark Donahue
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
MW
Matt Whall
Colleague at Touchstone InvestmentsSan Francisco, California, United States, United States
View →
JW
Jessica Willis
Colleague at Touchstone InvestmentsNewport, Kentucky, United States, United States
View →
BM
Bryan M. Hiser, Cfa
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
MK
Mary Keeton Lane
Colleague at Touchstone InvestmentsCincinnati Metropolitan Area, United States
View →
NH
Nancy Harbert
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
EL
Eric Lenahan
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
SG
Steve Graziano
Colleague at Touchstone InvestmentsWalpole, Massachusetts, United States, United States
View →
TC
Tim Costanza, Cfa
Colleague at Touchstone InvestmentsRaleigh, North Carolina, United States, United States
View →
HH
Heather Hoerst
Colleague at Touchstone InvestmentsCincinnati, Ohio, United States, United States
View →
Quick answers generated from the profile data available on this page.
Tim Paulin, Cfa works for Touchstone Investments.
Tim Paulin, Cfa is listed as Senior Vice President, Investments & Product Strategy at Touchstone Investments at Touchstone Investments.
AeroLeads has found 2 work email signals at @touchstoneinvestments.com for Tim Paulin, Cfa at Touchstone Investments.
AeroLeads has found 4 phone signal(s) with area code 919, 800, 513 for Tim Paulin, Cfa at Touchstone Investments.
Tim Paulin, Cfa is based in Cincinnati, Ohio, United States while working with Touchstone Investments.
Tim Paulin, Cfa has worked for Touchstone Investments, Klein Decisions, Rbc Wealth Management, and Merrill Lynch.
Tim Paulin, Cfa's colleagues at Touchstone Investments include Mark Donahue, Matt Whall, Jessica Willis, Bryan M. Hiser, Cfa, and Mary Keeton Lane.
You can use AeroLeads to view verified contact signals for Tim Paulin, Cfa at Touchstone Investments, including work email, phone, and LinkedIn data when available.
Tim Paulin, Cfa holds Mba from Georgia State University - J. Mack Robinson College Of Business.
Tim Paulin, Cfa is listed with skills including Investment Research, Facets, Research, Product Management, and Wealth Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts
