Tim Halverson
About Tim Halverson
Tim Halverson is a Senior Regional Director at Russell Investments, where he has worked since 2020. He has extensive experience in the investment sector, holding previous positions at US Allianz and Coastal Investment Advisors, and possesses multiple professional certifications.
Current Role at Russell Investments
Tim Halverson serves as the Senior Regional Director at Russell Investments, a position he has held since 2020. He is based in Chicago, Illinois. In this role, he is responsible for the growth and expansion of the retail investment market in Illinois. His expertise includes consulting financial advisors on practice management and marketing strategies.
Previous Experience at Russell Investments
Before his current role, Tim Halverson worked at Russell Investments as a Regional Director from 2004 to 2020. During his 16 years in this position, he contributed to various initiatives and strategies aimed at enhancing the company's market presence and client engagement.
Education and Certifications
Tim Halverson earned a Bachelor of Business Administration (B.B.A.) in Business Administration, Management, and Operations from Coker University, where he studied from 1993 to 1997. He also holds several professional certifications, including Certified Investment Management Analyst®, Chartered Private Wealth Advisor®, and Accredited Investment Fiduciary®.
Career Background
Prior to his tenure at Russell Investments, Tim Halverson held the position of Regional Vice President at US Allianz, where he focused on marketing variable annuity products. He also worked as an investment manager for Coastal Investment Advisors, specializing in retirement products for small business owners.