Timothy Corwin Email & Phone Number

Full time stay at home parent. During this time I also became a landlord and a successful home renovator; while simultaneously caring for my two young children.

• Maintained client relationships via on boarding, outreach and the processing of client requests. Adept at resolving client inquiries, and making sure key client information and documentation is up to date• Performed administrative duties that support Financial Advisors (assets under management - over $200 million) in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance• Trained all new hires on company platforms, procedures, operations and administrative functions in Fairfield County, CT• Prepared financial reports, spreadsheets, and other materials for client meetings

•Full cycle processing for new business including applications, rollovers, trades, and insurance in accordance with industry standards• Placed all trades / transactions as instructed by clients in a timely fashion and offered client confirmation for trades placed • Ownership of clients needs regarding service, trading, problem resolution and processing issuesWorked closely with advisors to create possible sales opportunities to meet clients goals and needs• Attended professional networking events and attended after hour and weekend functions as needed• In charge of monthly compliance, licensing for all staff, technology with e-filing implementation, and prospect marketing• Extracting brokerage, company generated reports and prepared presentation materials for high net worth clients and prospects

• Ensured compliance to federal and corporate regulations concerning transactions and documentation including KYC, AML, and BSA• Achieved and maintained top level sales and referrals while analyzing clients accounts for problem resolution

• Organized and coordinated daily operations and procedures • Managed accounts receivable and consumer database• Responsible for monthly account auditing and trend analysis

• Managed multiple projects and employees while serving as an intermediary between field operations, clients, and company management.

• Boot Camp Parris Island, SC - Platoon Guide• U.S. Marine Corps School of Financial Management (Graduated top 2%)Specific duties:• Payroll manager for 24th Marine Expeditionary Force - domestic and overseas deployment• Produced and audited bi-weekly payrolls for 2,400 personnel with tax corrections of W2-C for Combat Zone Tax Exclusion• Journal entries and data entry for accurate monthly accounting reports to the Department of Defense• Cleared for sensitive personal, financial information and currency transport responsibility

Bachelor'S Degree, Business Administration And Management, General, 3.67

GPA: 3.67 Deans List Minor: Economics (GPA: 3.94) Departmental award in Economics with scholarship

Associate'S Degree, Associate Of Business Administration, 3.76

Norwalk Community College Associate of Business Administration GPA: 3.67 Deans List

Finance, General

U.S. Marine Corps School of Financial Management