Tim began his successful financial services career on Wall Street with the large banking conglomerate Credit Suisse. He moved on to spend six years living in three different cities while working in the wireless and telecommunications industry, focusing on sales and operations management.
Tim subsequently joined Aramark Corporation as a Region Finance Director in their Higher Education division. Always maintaining a strong interest in financial services, Tim joined Raymond James & Associates before co-founding Black Diamond Investment Partners which merged with Waterloo Capital in 2016.
Tim is a graduate of the University of South Carolina with a Bachelor of Business Administration, having double majored in Finance and Management. He attended the Simon School of Business Administration at the University of Rochester in NY, where he received his MBA with a double major in Finance and Entrepreneurism. Tim is a Certified Financial Planner (CFP®).