Tim McGinnis
U s Bank, Private Wealth Management @U.S. Bank
Sacramento, CA, US
EMAILS
t••••••••@usbank.com
MOBILE NUMBERS
+13•••••••77
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WORK HISTORY
Present
U s Bank, Private Wealth Management @U.S. Bank
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EDUCATION
2001 — 2003
California State University-Sacramento
Bachelor of Arts, Interpersonal/Small Group Communication
SKILLS
Strategic PlanningSmall BusinessFinancial PlanningBusiness Planning StrategiesTax-Efficient StrategiesInsuranceRetirement Savings StrategiesWealth ManagementBudgetsLife InsuranceFinanceExecutive Compensation StrategiesCoachingNon-Qualified Deferred CompensationRetirement PlanningStrategyTaxWealth Management ServicesFixed AnnuitiesSalesInvestment Planning StrategiesInvestmentsBusiness PlanningAnnuitiesManagementRetirementLeadershipStrategic Financial PlanningMarketingEstate Tax PlanningFinancial AdvisoryPublic SpeakingFinancial ServicesDeferred CompensationBankingRisk Management
ABOUT TIM MCGINNIS
SVP, Managing Director, Private Wealth Management at U.S. Bank for Northern California
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