Tim Hazo
Partner, Head of Distribution at Streamline Partners
- Role
- Partner, Head of Distribution at Streamline Partners
- Location
- Williamsburg, VA, US
- LinkedIn followers
- 500 followers
About Tim Hazo
Streamline Partners LLC was formed to help undiscovered and underrepresented asset…
Experience
Partner, Head of Distribution
Apr 2014 — Present · Boston, MA, US
Third Party Marketer (TPM) serving retirement platforms, consultants, advisors and retirement plan sponsors seeking institutional quality Target Date Funds, Large Cap Growth, Stable Value and other asset classes for their retirement plan investment line-ups.Streamline Partners LLC was formed to help undiscovered and underrepresented asset managers grow by using experienced industry consultants to jump-start and supplement their efforts as an alternative to hiring and managing additional employees. Clients have included leading financial services companies and boutique firms providing distribution services, strategy, development and marketing.Our services now also include multi-channel distribution, key account services, incubation of new ‘40 act, SMA and robust marketing capabilities.We have strong strategic partnerships with industry-leading platforms, administrators, operations, compliance and technology providers that offer a breadth of solutions. How we help;Strategic analysis of market trends and opportunities Outsourced placement of resources for- Multi-channel distribution- Product management, development, and incubation- Client segmentation, marketing, and research - Technology project management and requirements gatheringWho we help- Wealth Management and Retirement distribution and operations executives- Advice and Investment executives of Banks and Insurance Firms- Asset management providers - Marketing executives - Technology vendor executives and project management offices - Firms seeking distribution into the financial service industryTo learn more please contact t••••@streamlineconsultingllc.com.
Education
Clemson University
BS
1989 — 1993
Skills
- New Business Development
- Investments
- Mutual Funds
- Strategy
- 401k
- Defined Benefit
- Financial Services
- Asset Management
- Strategic Partnerships
- Retirement
- Retirement Planning
- Account Management
- Series 63
- 401(K) Retirement Savings Plans
- Distribution Strategies
- Defined Contribution
- Trading
- Alternative Investments
- Key Account Management
- Series 6
- Insurance
- Series 7
- Securities Regulation
- Relationship Management
- Series 65
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