Verified recordFinancial Services

Tim Minert

Executive Vice President Blueleaf- Executive Consultant Advisor Virtual Pro-formslogic at Blueleaf Wealth

Based in Scottsdale, United States

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Seniority

Vp

Department

General Business & Management

Location

Scottsdale

Industry

Financial Services

Company size

17

Contact information

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Email

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t•••••••@blueleaf.com

Phone

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Background

About Tim Minert

As an Executive in Fintech I help Firms & Financial Advisors implement and adopt technology. By paying careful attention to each firm and advisor's goals, compliance, back office and marketing needs. Also with an ownership in an RIA - the Fintech is applied in the real world. With over 30 years in the Investment Industry and 19 years in Fintech.

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Tim Minert Email & Phone Number @ Blueleaf Wealth | Kipplo Discover