Tim Shanley

Tim Shanley has a comprehensive work experience spanning several industries. Tim currently works as a Senior Customer Success Manager, CCSM at MCO (MyComplianceOffice), where they lead a team of Customer Success Managers, assisting compliance departments with their regulatory and financial compliance tracking technology.

Before joining MCO, Tim worked at ComplySci as a Senior Customer Success Manager - Team Lead. In this role, they supervised a team of RegTech professionals, providing technical solutions for various compliance issues such as employee personal trading, insider trading detection, AML, unusual activity alerts, and firm element. Tim also collaborated with onboarding, migration, and development teams to develop software tools as per client requirements.

Tim also has experience working as an Investment Counselor at David Lerner Associates, Inc., where they provided investment advice and guidance to clients. Prior to that, they held a Vice President position at Bank of America and Washington Mutual Bank, where they led banking center teams, focused on sales, operations, customer experience, and team development.

In addition, Tim served in various roles at People's United Bank, including a position as an Organization Effectiveness Training and Develop Manager, where they developed and implemented training programs. Tim also worked as a Financial Services/Compliance Teacher at the Center for Financial Training, where they taught banking principles and regulatory requirements.

Early in their career, Tim worked as a Mortgage Broker/Originator at MTG - Mortgage Transfer Group, gaining expertise in primary and secondary mortgage lending.

Overall, Tim Shanley's work experience showcases their proficiency in compliance, customer success management, investment counseling, team leadership, training and development, and mortgage lending.

Tim Shanley's education history includes the following:

- Tim attended the Center for Financial Training, where they focused on General Banking/Supervision.

- Tim also attended Charter Oak State College, where they earned a degree in General Studies with a field of study in Organizational Leadership.

- Tim is a graduate of Masuk High School.

- Additionally, they pursued Leadership Studies at Sacred Heart University.

In terms of certifications, Tim has obtained the following:

- Certified Customer Success Manager (CCSM-Level 3) from SuccessHACKER in April 2023.

- Certified Customer Success Manager (CCSM-Level 4) from SuccessHACKER in April 2023.

- Certified Customer Success Manager - (CCSM Level 5) from SuccessHACKER in April 2023.

- Certified Customer Success Manager (CCSM-Level 1) from SuccessHACKER in March 2023.

- "15 Secrets Successful People Know About Time Management" (getAbstract Summary) from LinkedIn in January 2020.

- "AI in Fintech Essential Training" from LinkedIn in January 2020.

- "Elearning Techniques: Visual Design" from LinkedIn in January 2020.

- "Learning Excel 2019" from LinkedIn in January 2020.

- "Learning How to Increase Learner Engagement" from LinkedIn in January 2020.

- "Sales: Customer Success" from LinkedIn in January 2020.

- ABA Certificate in BSA and AML Compliance from American Bankers Association in August 2016.

- Certified Customer Success Manager (CCSM) Level 2 from SuccessHACKER in March 2023.

It is not mentioned whether Tim has obtained the Series 7/63/CT Life and Health Producer certification from the Financial Industry Regulatory Authority (FINRA), as the obtained month and year are not provided.