Tim Kallas
Senior Vice President, Client Development @Mercer Advisors
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WORK HISTORY
Senior Vice President, Client Development @Mercer Advisors
San Francisco, CA, US
EDUCATION
California State Polytechnic University-Pomona
BS, Business
New Mexico Military Institute
Associate's degree, Business, Management, Marketing, and Related Support Services
SKILLS
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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