Tim Tewksbury
Private Client Relationship Manager at Citizens Private Client
- Role
- Private Client Relationship Manager at Citizens
- Location
- Springfield, NJ, US
- LinkedIn followers
- 500 followers
About Tim Tewksbury
Wealth Management/Private Banking Professional with a proven Business Development track record throughout a 30+ year career, as a Relationship Manager in the Financial Services industry. Adept at analyzing, consulting and providing Total Balance Sheet Management solutions for Ultra High Net Worth and High Net Worth clients. Strong relationship builder, dynamic personality, with creative, proactive and results-oriented approach.
Experience
Private Client Relationship Manager
Mar 2023 — Present · New York, NY, US
I support Citizens’ affluent and High Net Worth Clients with Financial Planning, while providingtailored Solutions that meet their needs and help them achieve their goals. I work closely with a team of experts in various financial disciplines, who work together with me to provide you with remarkable service!
Education
Westmont College
Bachelor’s Degree, Business and Economics
1980 — 1983
Skills
- Banking
- Loans
- Wealth Management
- Series 7
- Investments
- Retirement Planning
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Equities
- Financial Analysis
- Fixed Income
- Asset Allocation
- Asset Management
- Series 63
- Financial Planning
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