Tim currently leads a team of professionals at Raymond James who provide support to some of the most sophisticated bank and credit union investment programs in the country. Prior to taking on the leadership role for the Financial Institutions Division in 2017, Tim served the division as Director of Strategy & Consulting, working closely with FID’s leadership team on financial institution relationship management and business development.
Prior to joining the FID senior leadership team, Tim directed the client experience and marketing strategy efforts for Raymond James Financial, following two years supporting Raymond James’ strategic and operational initiatives as an assistant to the chairman.
Tim has had significant experience within the banking and brokerage industries on a variety of initiatives ranging from strategy to process engineering to technology implementation. Prior to joining Raymond James in 2008, Tim worked as an internal consultant with Bank of America, focusing on domestic and overseas operational and technology integration projects, and as a consultant for Andersen LLP in the financial services practice. Tim holds Series 7, 24 and 66 licenses.
Tim earned his MBA from the University of Texas and a bachelor’s degree in economics from Princeton University, where he also captained the Tigers baseball team.
He and his wife, Christina, live in Tampa with their two children. A Massachusetts native, he’s an avid fan and loyal supporter of the Boston Red Sox and New England Patriots.