Timothy Hole, CFP®, CIMA®, currently serves as Managing Director at Baker Tilly US, focusing on holistic wealth management to help clients achieve their financial goals. Previously, Timothy held roles such as Senior Financial Advisor and Project Manager, displaying a strong background in both finance and project management. Timothy's education includes a Financial Planning Certificate from Bryant University and an Executive Education in Investment Management from Yale School of Management. Earlier experience also includes roles as a Test Engineer and Analyst at Rite-Solutions, Inc.
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