Tim has over three years of investment banking experience. Prior to joining StoneRidge in 2017, Tim worked at Credit Agricole Corporate and Investment Bank. Tim is a registered representative with FINRA and holds the Series 79 and 63 licenses. Tim received his Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign.
Sale of Excel Managed Care & Disability Services to Genex Services
Recapitalization of Administrative Strategies, LLC sponsored by Quiet C Holdings
SCM Insurance Services’ acquisition of Nixon & Company