Tim Sweeney, MBA

VP - Financial Consultant

+1 510-665-4662

Financial credentials

  • Master in Business Administration
  • Series 6, 7, 63, 65 Securities Licenses

Experience

32 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Director, Intermediary Sales, Great Lakes Advisors, 2016-2021
  • Regional Sales Manager, Harding Loevner LP, 2014-2015
  • Director, Intermediary Sales, Wentworth, Hauser & Violich Investment Management, 2006-2013
  • Portfolio Advisor, Seneca Capital Management, 1998-2006
  • Institutional Advisory Services, Montgomery Asset Management, 1996-1998

Education

  • MBA, University of San Francisco
  • Business Administration, University of Arizona

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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