December Meeting - FPA of the East Bay
(925) 778-1165

Date(s) - December 7, 2022
7:30 am - 9:00 am


“Constructing and Managing a Synergistic Team”

Tim Wilkinson, CFS, CMFC, CIMA, ACC, Executive Consultant; Invesco

Tim Wilkinson talks to hundreds of successful advisors and he’s observed some common traits of high performing teams. Tim will share the secrets that he’s seen work for top firms. Many firms are looking to hire talent in their offices and Tim has some tips for finding new members to add to your team.

Tim Wilkinson is responsible for presenting personal and professional development programs to financial advisors across the West and Midwest. Tim joined Invesco when the firm combined with Oppenheimer Funds in 2019. Prior to joining Oppenheimer Funds in 2014, he was head of training and development, as well as manager of the national sales desk at Voya Investment Management. Tim’s earlier experience includes serving as team manager and trainer at Charles Schwab & Co., Inc., where he managed teams of brokers and was a member of the training team that took Schwab’s financial professionals into the wealth management stage of their business.

He began his career in financial services in 1996 as an advisor with Prudential Securities. Tim earned a BS in organizational communications from the University of New Mexico, and he holds the Certified Fund Specialist, Chartered Mutual Fund Counselor and Certified Investment Management Analyst designations, as well as the Series 7, 9/10 and 63 registrations.

He also achieved his Associate Certified Coach designation from the International Coaching Federation in 2017.