Sr. Business Consultant
Tim Wilkinson is senior business consultant at OppenheimerFunds. He
is responsible for representing the firm’s CEO Advisor Institute’s personal and professional
development programs to advisers.
Tim has over 21 years of experience in sales, leadership, training and development with an
emphasis on strategic sales development. He joined OppenheimerFunds in 2014 from ING
Tim’s earlier experiences are Charles Schwab & Co., Inc. and with Prudential Securities.
He received a BA in Organizational Communications from University of New Mexico.
Tim holds the CIMA designations the Series 9,10, 7, 65 and 63 securities licenses and Associate Certified Coach (ACC).
Wednesday, May 8
8:00 AM – 9:00 AM