Tim Vanderver
Oppenheimer & Co. Inc., Executive Director - Investments | The Vanderver Group, Private Client Division
- Role
- Oppenheimer & Co Inc at Oppenheimer & Co. Inc.
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tim Vanderver
I am licensed in the following states: Alabama, California, District of Columbia…
Experience
Oppenheimer & Co Inc
Present
Education
Washington and Lee University
Bachelor's degree, East Asian Studies
1988 — 1992
Skills
- Strategic Planning
- Relationship Management
- Insurance
- Investment Strategies
- Investment Advisory
- Tax-Efficient Strategies
- Leadership
- Estate Investment Strategies
- Personal Finance
- Accounting
- Portfolio Management
- Wealth Preservation Strategies
- Investments
- Retirement-Plan Consulting
- 401k Rollovers
- Asset Allocation
- Risk Management Strategies
- Wealth Management Services
- Stock Due Diligence
- Multi-Generational Wealth Transfer Strategies
- Retirement
- Financial Services
- Securities
- Financial Advisory
- Retirement Savings
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