Tim’s fascination with financial markets led him to study economics at Middlebury College, eventually joining a large financial services firm. Handling relationship management and sales, Tim found his passion on the sales aspects of the business. He was eager for a smaller company and a bigger, more meaningful impact, and he found Guidepoint to be the perfect fit.
Using his expertise within the financial world to connect with potential clients in the investment management space—namely hedge funds and private equity firms—Tim conveys the value of Guidepoint to the research and diligence process. Handling 15 to 20 service trials at a time, Tim coordinates with other teams to turn these potentials into new clients. After the trial converts, Tim continues to nurture the relationship and ensure client satisfaction.