Tim Webb Ii

Tim Webb Ii Email and Phone Number

Insurance Partner @ TechFirst Insurance Agency
Queensbury, NY, US
Tim Webb Ii's Location
Queensbury, New York, United States, United States
Tim Webb Ii's Contact Details

Tim Webb Ii work email

Tim Webb Ii personal email

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About Tim Webb Ii

As a professional with a wide range of managerial experience for large corporations and small start-ups in the financial industry as well as time spent as managing partner of a hedge fund, I possess the ability to lead your company to success. My expertise in financial management and business development is applicable across numerous industries. From developing operational strategies to collaborating with C-level managers, and communicating and negotiating with clients and stakeholders – these are valuable skills in any industry.I excel at leading others through a team first approach, and celebrate when my team achieves individual successes. Throughout my career, I have constantly exceeded goals established either by myself or given to me through my employer. During a four-year stint with the U.S. Marine Corps, I achieved top security clearance and received numerous awards.My expertise lies in the following areas:• Strategic Planning • Operations Management • Sales & Business Development• Team Leadership • Financial Analysis & Reporting • P&L Management• Risk Assessment • Relationship Building

Tim Webb Ii's Current Company Details
TechFirst Insurance Agency

Techfirst Insurance Agency

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Insurance Partner
Queensbury, NY, US
Employees:
3
Tim Webb Ii Work Experience Details
  • Techfirst Insurance Agency
    Insurance Partner
    Techfirst Insurance Agency
    Queensbury, Ny, Us
  • Techfirst Insurance Agency
    Insurance Sherpa
    Techfirst Insurance Agency Sep 2024 - Present
    The TechFirst Insurance Agency is equipped with the knowledge and experience to be your “Insurance Sherpas,” with a steadfast commitment to protecting the futures of their clients.At TechFirst Insurance, we pride ourselves on providing exceptional customer service. We are always available to answer your questions, provide guidance, and help you navigate the insurance process. TechFirst is not just about selling insurance policies; it’s about providing the best coverage possible for your unique needs. We understand that every client has unique insurance needs. That’s why we offer customized insurance solutions tailored to your specific situation. We work with you to understand your needs and provide the best coverage options.Visit www.techfirstinsurance.com
  • Goosehead Insurance Agency
    Agency Owner
    Goosehead Insurance Agency Mar 2020 - Jun 2024
    Westlake, Texas, Us
    It is my pleasure to share the news of my new position with Agency Owner. In this role I seek entrepreneurs for what many have called, "the best small business opportunity in America." Goosehead is growing and we are looking for agents who want to grow the Upstate New York market with us.This unique agency ownership opportunity is for individuals who have previous insurance experience or strong business experience. Individuals who want to be in business for themselves, but not by themselves. We support our agents with a team of product specialists and innovative training by our award-winning Training Staff.If you, or someone you know, has an entrepreneurial spirit, is driven by success, and desires to maximize his or her compensation, contact me now to explore our unique agent opportunities. You may be eligible for a referral bonus.
  • Caliber Home Loans, Inc.
    Regional Manager
    Caliber Home Loans, Inc. Mar 2017 - Jul 2018
    Coppell, Tx, Us
    In this capacity, I provided management oversight of sales and business development activities for a five-state region, to include supervising 37 direct reports. I cultivated new and existing client relationships to assist in achieving organizational goals and positively impact the company’s bottom line. I collaborated with cross-functional departments to create business plans, systems, and processes. Finally, I controlled day-to-day operations and executed company policies to ensure overall profitability within the region.
  • Paragon Home Loans
    Regional Manager
    Paragon Home Loans Nov 2013 - Jan 2015
    Liverpool, New York, Us
    In this position, I developed and executed strategic action plans for the New York market, driving continuous improvements in financial performance, product quality, and customer service. I controlled day-to-day business and financial activities such as loan processing, underwriting, appraisal review, and closings, contributing to seamless operations. Additionally, I established and implemented budgets, and monitored expenses resulting in increased production and profitability. I managed employee hiring and training in the territory, and supervised a team of 12 direct reports which included four branch managers, eight loan officers, and 37 additional employees on a file basis. A few of my key achievements include:• Employed effective hiring process resulting in 159% increase in production. • Instituted efficient systems and procedures, leading to 33% decrease in operational costs. • Utilized communication skills to successfully resolve conflicts and concerns with managers, employees, and clients.
  • Hedge Fund
    Managing Partner
    Hedge Fund Mar 2008 - Nov 2013
    I led a five-member internal team as well as external teams to achieve streamlined transaction processes for a portfolio with over $1.2 billion assets. I formulated and installed a best practices business model, maximizing return on investment (ROI) and mitigating risks. I also developed a strong rapport and forged solid relationships with high net-worth clients, advising them on corporate merger and acquisition opportunities. I coordinated transactions for clients to include generating financial statements, projecting growth, and forecasting gross max revenue. Achievements in this role include:• Generated 18% ROI on institutional investing.• Spearheaded creative and innovative strategies to lead successful startup fund in midst of 2008 financial crisis.• Provided quality service with efficiency rate of 103% and customer satisfaction, resulting in acquisition of 11 regular and 28 transaction-based clients, each with at least $500 million in assets, from word of mouth referrals.
  • Jpmorgan Chase & Co.
    Vice President Commercial Banking
    Jpmorgan Chase & Co. May 2005 - Mar 2008
    New York, Ny, Us
    I was responsible for managing a team of originators and staff members accountable for company’s retail and wholesale commercial lending product portfolio. I also functioned as a retail and wholesale representative delivering solutions to direct clients and commercial brokerage accounts. My accomplishments include:• Generated pipeline of $14.8M and average monthly funding in excess of $10.3M.• Ranked second in company among those with less than six months experience, and 11th overall.• Proactively promoted and cross-sold all business lines.• Recognized for highest production for loans closed and product originations in NY Metro market.
  • Jpmorgan Chase & Co.
    Branch Manager, Home Mortgage Division
    Jpmorgan Chase & Co. Apr 2005 - May 2007
    New York, Ny, Us
    In this role, I provided management oversight of daily operations to include P&L responsibility and mentoring 45-member team. I identified and developed pipeline of business relationships that served as referral source for mortgage lending opportunities allowing branch to consistently achieve monthly sales goals. My achievements here include:• Earned rank in top 1% in company for personal production and drove branch production to top 1% in country.• Named top market share producer 10 out of 14 months.
  • United States Marine Corps
    Quality Assurance Representative (Rank: Sergeant)
    United States Marine Corps Mar 2000 - Apr 2004
    Washington, Dc, Us
    I led a team of 45 accountable for more than 900 technical publications, and supervised over 200 employees who performed aircraft maintenance to guarantee accuracy and safety. I also functioned as a liaison between U.S. and Japanese governments, organizing policies to ensure compliance with international treaties. I also earned my Aircrew wings with over 600 hours flown.

Tim Webb Ii Skills

Management Portfolio Management Finance Credit Sales Leadership Credit Analysis Strategic Planning Banking Mergers And Acquisitions Sales Management Strategy Corporate Finance Business Development Risk Management Business Analysis Management Consulting Marketing Strategy Business Process Improvement Investment Banking Six Sigma Loans Mortgage Lending Series 7 Loan Origination Mortgage Banking Residential Mortgages Business Strategy Competitive Analysis Solution Selling Competitive Intelligence Account Management Market Research Business To Business Sales Operations Customer Relationship Management Financial Services Financial Analysis Investments Start Ups Business Planning Operations Management Strategic Thinking Strategic Partnerships Cross Functional Team Leadership Problem Solving Team Building Contract Negotiation Training Global Cross Functional Team Leadership Gross Profit Negotiation

Tim Webb Ii Education Details

  • Siena College
    Siena College
    Finance
  • United States Marine Corps
    United States Marine Corps
    Management And Aviation
  • Suny Adirondack
    Suny Adirondack

Frequently Asked Questions about Tim Webb Ii

What company does Tim Webb Ii work for?

Tim Webb Ii works for Techfirst Insurance Agency

What is Tim Webb Ii's role at the current company?

Tim Webb Ii's current role is Insurance Partner.

What is Tim Webb Ii's email address?

Tim Webb Ii's email address is ti****@****ail.com

What is Tim Webb Ii's direct phone number?

Tim Webb Ii's direct phone number is +151822*****

What schools did Tim Webb Ii attend?

Tim Webb Ii attended Siena College, United States Marine Corps, Suny Adirondack.

What skills is Tim Webb Ii known for?

Tim Webb Ii has skills like Management, Portfolio Management, Finance, Credit, Sales, Leadership, Credit Analysis, Strategic Planning, Banking, Mergers And Acquisitions, Sales Management, Strategy.

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