Tim Ackerman

Managing Director

Tim Ackerman is a Managing Director with over 26 years of experience in sales, client relations, strategic planning, and operations within the financial services sector. Having held various leadership roles, including Senior Regional Vice President at Guardian Investor Services LLC and Regional Vice President at Transamerica, Tim has demonstrated an ability to cultivate high-performance teams and build strategic partnerships. Currently, Tim oversees daily operations for investment product distribution, driving sales strategies and fostering growth in assets under management. Additionally, Tim is involved in education at multiple institutions, including The Harvey School and the University of Delaware.

Location

Los Angeles, United States

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