We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.
Tim applies 25 years of experience to guiding the strategic vision, delivery, and daily execution of BETA, which provides mission critical services to the wealth management firms we serve. During his career, he held various executive leadership roles in the areas of technology, strategy, sales, relationship management, program management, cyber and risk management, conversions, client services, and operations.
In the office, Tim upholds corporate values and demonstrates excellent management skills as he leads people to innovate and flourish. And within the industry, he is a recognized product, technology, and operations leader actively serving on several committees and boards to share his expertise.
