Tim Plush
VP, Branch Leader at Fidelity Investments | Sales & Operations Management | Financial Services & SaaS Experience | Organizational Change Agent | Kaizen Continuous Improvement
- Role
- Vice President, Branch Leader at Fidelity Investments
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Tim Plush
In a career of over 20 years as a sales and business operations leader at global leaders…
Experience
Vice President, Branch Leader
Oct 2022 — Present · Reston, VA, US
Education
University of Colorado Colorado Springs
Master of Business Administration - MBA, Finance
2007 — 2009
University of Colorado Colorado Springs
Business Administration, Marketing
2001 — 2004
Skills
- Analysis
- Business Objects
- Leadership
- Securities
- Investment Management
- College Savings Plans
- Sports Coaching
- Series 63
- Sales Leads
- Financial Services
- Financial Analysis
- Fixed Income
- Experion
- Iras
- Data Analysis
- Series 6
- Series 24
- Management
- General Securities Principal
- Sports Analysis
- Retention Management
- Investments
- Microsoft Excel
- Change Management
- Customer Retention
- Tableau
- Sales
- 401k
- Retirement
- Process Improvement
- Equities
- Investment Strategies
- Financial Advisory
- Leadership Development
- Project Management
- Asset Allocation
- Mutual Funds
- Series 51
- Investment Advisory
- Series 66
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