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Tim has significant industry experience across diverse portfolio types for trust investment and structured finance. He has worked on privately placed collateralised debt obligation transactions in trust banking and investment portfolios comprised of fixed income, equities and mutual funds.
AREAS OF EXPERTISE
Previously, Tim worked at BNY Mellon in corporate trust. Prior to this, he worked at Wright Investors' Service and Oppenheimer & Co., Inc. in client service, sales and marketing capacities.
STEP Advanced Certificate in Trustee Investment and Financial Appraisal, 2017. University of Houston, US, Bachelor of Business Administration, Finance, 1997.
Affiliate Member of the Society of Trust and Estate Practitioners (STEP).