Tim Sullivan
- Role
- Private Wealth Associate at Texas Capital
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Tim Sullivan
My name is Tim Sullivan and I\'m a highly motivated professional with a comprehensive…
Experience
Private Wealth Associate
Sep 2022 — Present
Provide middle office support for Registered Investment Advisors and Trust clients. Provide daily pledge reporting to our Consumer Lending team that includes market values. Manage third party vendors and scorecard reporting. Review and approve daily net settlement activity with our back office custodian. Provide monthly reconciliation of our Control accounts.
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