Tim C.
Director, Plan Sponsor Services at CAPIS
- Role
- Director, Plan Sponsor Services at CAPIS
- Location
- Mount Pleasant, SC, US
- LinkedIn followers
- 500 followers
About Tim C.
Tim is a versatile Financial Services Investment Executive with a 40 year track record of delivering superior revenue results by leading & motivating highly productive global Sales, Trading and Commission management teams. Known as a collaborative and enthusiastic sales leader who is skilled in directing cross sales of products, and maximizing revenue opportunities with clients & prospects. I have consistently demonstrated the required capabilities to meet all organizational objectives while handling multiple concurrent roles throughout my career. I am a member of The National Organization of Investment Professionals. I have also been an accomplished public speaker throughout the course of my career. Skills: Institutional Equity Sales & Trading, Electronic Trading, Commission Management Programs, Commission Recapture Programs for Asset Owners, Cross Sales of Products, New Client & Business Development, Account Management, Strategic Alliances, Project Management, Team Leadership, Strong Communication & Presentation skills, Coaching Contact information: t••••••••@gmail.com
Experience
Director, Plan Sponsor Services
Apr 2025 — Present
Education
Delbarton School
High School
1974 — 1980
Hobart and William Smith Colleges
Bachelor's Degree, Economics
Skills
- Equity Trading
- Trading Systems
- Commissioning Management
- Derivatives
- Market Data
- Investments
- Risk Management
- Electronic Trading
- Fixed Income
- Business Development
- Financial Markets
- Trading
- Investment Banking
- Bloomberg
- Key Account Management
- Salesforce.com
- Options
- Capital Markets
- Series 7
- Sales Management
- Etfs
- Series 63
- Finra
- Securities
- Equities
- Series 24
- Management
- Hedge Funds
- Cross Selling
- Crm
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