Tim Burgess

Sr. Portfolio Manager

Tim Burgess is currently a Senior Portfolio Manager at UMB Bank and has held the position of Vice President and Portfolio Manager in Corporate Banking, managing clients with revenues exceeding $50 million. Previously, Tim was an Analyst in Sponsor/Leveraged Finance at Zions Bank, where they worked on a significant portfolio focused on cashflow-based financing for LBOs and mergers. Tim began their career as a Financial Analyst Intern at Zions Bancorporation, contributing to the CCAR/DFAST quantitative modeling team. They hold a Master of Science in Financial Economics from Utah State University, where they also received a Bachelor of Science in Finance & Economics.

Location

Salt Lake City, United States

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