Tim McElroy
Senior Wealth Strategy Associate at UBS
- Role
- Senior Wealth Strategy Associate at UBS
- Location
- Towson, MD, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tim McElroy
Possesses strong initiative and communication skills, an outstanding work ethic and the…
Experience
Senior Wealth Strategy Associate
Apr 2023 — Present · Hunt Valley, MD, US
Skills
- Leadership
- Sales
- Cookies
- Fixed Annuities
- Data Analysis
- Long-Term Care
- Term Life Insurance
- Financial Analysis
- Investments
- Risk Management
- Project Management
- Strategic Planning
- Mutual Funds
- Retirement
- Public Speaking
- Retirement Planning
- Customer Service
- Team Leadership
- Analysis
- Account Management
- Microsoft Excel
- Health Insurance
- Underwriting
- Financial Planning
- Marketing
- Financial Services
- Strategic Financial Planning
- Team Building
- Outlook
- Life Insurance
- Disability Insurance
- Powerpoint
- Employee Benefits
- Access
- Management
- Visio
- Insurance
- Series 63
- Financial Planners
- Event Planning
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