Tim Loughrey
About Tim Loughrey
Tim Loughrey Head of Client Success
Tim Loughrey serves as the Head of Client Success. In this role, he leverages his extensive experience to enhance client relationships and ensure satisfaction. His work focuses on fostering long-term partnerships and driving success through strategic initiatives tailored to client needs.
Tim Loughrey's Previous Role at Addepar
Prior to his current position, Tim Loughrey held the role of head of relationship management at Addepar. During his tenure, he was responsible for overseeing client relationships, optimizing client engagement strategies, and maintaining high levels of client satisfaction. His expertise significantly contributed to the company's growth and client retention efforts.
Tim Loughrey's Career in Wealth Management
Tim Loughrey began his career in wealth management, working with esteemed financial institutions BNY Mellon and Jefferies. His roles at these organizations laid a strong foundation for his expertise in managing client relationships and providing financial advisement.
Tim Loughrey's Education and Finance Degree
Tim Loughrey graduated from The University of Colorado with a Bachelor of Science degree in Finance. His education provided him with a solid grounding in financial principles and practices, which he has applied throughout his professional career in client success and relationship management.