Timothy Bealer

Timothy Bealer is a Senior Tax Manager at Fidelity Investments, where they have worked since 2011, leveraging 20 years of mutual fund tax experience. They previously held roles as a Tax Manager at JPMorgan Chase and as a Tax Unit Manager at State Street, showcasing their expertise in both operations and client-facing positions. Timothy has a strong background in people management, having led teams of 7-8 individuals over the past decade. They obtained a Master of Finance from Brandeis International Business School in 2007 and hold a Bachelor's degree in Economics and French from St. Lawrence University, earned in 2001.