Timothy Barton

Background

About Timothy Barton

Series 7 Certified as an Agent with General Securities Representative Qualification, 2024.• Series 66 Certified in Uniform Combined State Law. Financial Investment Adviser Representative, 2024.• Series 65 Certified in Uniform Investment Adviser Law. Financial Investment Adviser Representative, 2021.• Certified Financial Planner (CFP) Program. Boston University. Center for Professional Education. In Progress. • Goal and detail-oriented professional with 20+ years' experience managing people, portfolios & projects, while strategically analyzing, pricing and closing global deals. • Comprehensive array of skill-sets and decision-making acumen garnered from breadth of experience in roles with executive-level impact in Finance, Technology, Manufacturing, Sales, HR, & Government.• Energetic leader & collaborative teammate. Analytical in method, creative in scope & focused in mission. • Self-driven & adaptable to the challenge of new goals, responsibilities, & technologies, especially when strategic.• Experienced with SAP, CRM/R3, DB2, Oracle/Essbase, Visio, Access, Microsoft Office Suite (Excel, Word, etc), QMF/SQL and HTML.• Secret security clearance attained via Active Duty military – NATO; Commissioning Source: West Point.• Conversant in Turkish and Spanish. • Values continued learning through work and higher education. Self-driven to the challenge of new roles and objectives, especially when strategic.Strong (1) Financial Analysis/Portfolio Management and (2) Project Management experience built upon a solid formal educational background, to include an MBA In Strategy and Finance from the Yale School of Management, a 2nd Master's Degree in Organizational Psychology from Teachers College, Columbia University (Dept of Organization & Leadership), both built upon the framework of a BS in General Engineering at the US MIlitary Academy, West Point, NY.In 2021, achieved Series 65 Certification in Uniform Investment Advisor Law, as an Investment Adviser Representative, 2021, through Kaplan University's College of Financial Planning. I am continuing to pursue certification as a CFP (Certified Financial Planner) through Boston University's Institute of Finance.Resuming career after raising a young family of 4 children, two with special needs, to include a daughter requiring my care and assistance to help her navigate a progressive medical challenge. I look forward to giving the same degree of resolve and fervent dedication in my next role, as I pivot back into a full-time career track.