Tim Kallas

Senior Vice President, Client Development @Mercer Advisors

San Francisco, CA, US
EMAILS
t••••••••@merceradvisors.com
MOBILE NUMBERS
+14•••••••70

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WORK HISTORY

Jan 2024 — Present

Senior Vice President, Client Development @Mercer Advisors

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San Francisco, CA, US

EDUCATION

N/A

California State Polytechnic University-Pomona

BS, Business

N/A

New Mexico Military Institute

Associate's degree, Business, Management, Marketing, and Related Support Services

SKILLS

Alternative InvestmentsAsset ManagementIpoEquity TradingSecuritiesCapital MarketsSeries 7Financial ModelingSeries 63BloombergOptionsPortfolio ManagementEquitiesFinraElectronic TradingMutual FundsValuationFixed IncomeInvestmentsEquity ResearchHedge FundsTradingInvestment Banking

ABOUT TIM KALLAS

Institutional Equities Professional bringing my expertise and client relationship skills to achieve economic freedom for our Private Wealth Clients. Former Senior Institutional Equities Executive with Equity Capital Markets expertise and consistent track record of exceeding expectations in sales, sales management, trading management and product management.Client relationships with west coast and Denver institutional money managers including mutual funds and hedge funds and years of experience hosting over 450 C suite level publicly traded management meetings with institutional investors.Licenses: Series 65

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