Tim Schlatter
Wealth Advisor @Bernstein Private Wealth Management
Los Angeles, CA, US
EMAILS
t••••••••@bernstein.com
MOBILE NUMBERS
+19•••••••65
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WORK HISTORY
Jan 2020 — Present
Wealth Advisor @Bernstein Private Wealth Management
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EDUCATION
2007 — 2009
UCLA
Bachelor of Arts (B.A.), Sociology
SKILLS
Microsoft ExcelAsset ManagementStrategic PartnershipsLeadershipMarketingSeries 7Strategic PlanningSocial MediaFinancial PlanningInsuranceFinancial AnalysisInvestmentsFinanceStrategic Financial PlanningCold CallingManagementFinancial ServicesAnalyticsRetirement PlanningTrainingFinancial ModelingFinancial AccountingAsset AllocationMutual Funds
ABOUT TIM SCHLATTER
I have always aspired to play with the best, from my glory days of playing with the No. 1…
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