Tim C.

Director, Plan Sponsor Services

Tim C. is a seasoned Financial Services Investment Executive with a 40-year track record of driving revenue growth through leadership in Sales, Trading, and Commission management teams. Currently serving as the Director of Plan Sponsor Services at CAPIS, Tim has held various leadership roles at notable firms such as Instinet, Convergex, and TD Securities. Tim is recognized for strong skills in institutional equity sales, client development, and project management, alongside a notable history of public speaking. An active member of The National Organization of Investment Professionals, Tim holds a Bachelor's Degree in Economics from Hobart and William Smith Colleges.

Location

Mount Pleasant, United States

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