Ambitious, driven, and goal-oriented individual seeking an opportunity as a Quantitative Analyst. Able to leverage both an analytical approach (grounded in a scientific background) and strong work ethic to generate high quality deliverables. Skilled at working effectively, independently, and/or collaboratively in demanding environments to exceed expectations.

Work experience

Work experience

Internal Wholesaler

RS Investments
Apr 2015 - Present
  • Initiating outbound calls to Registered Representatives to market and sell RS's Investment Products.
  • Utilizing extensive industry knowledge and experience to achieve and surpass established sales goals.
  • Developing and implementing a business plan and sales strategy with my Regional Vice President.
  • Providing Registered Representatives with sales ideas, product information, industry research, hypothetical illustrations and other services.
  • Expanding new contacts and sales sources within the Broker/Dealer community.
  • Maintaining working knowledge of industry competitors, investment vehicles, financial markets and  economic data.
  • Maintaining representative tracking system by updating, correcting or recording information, as necessary.

Investor Services Associate

American realty capital
Sep 2014 - Dec 2014
  • Interacted over the phone with investors, Financial Advisors, and Internal Wholesalers to troubleshoot any issues relating to client accounts.
  • Assisted in keeping client information current and ensuring a smooth, productive, and positive interaction with both internal and external clients.
  • Processed new and existing investor accounts, ensured correctness of client information, and executed trades on behalf of clients.

Pharmacy Technician

Abington Health lansdale hospital
Sep 2010 - Aug 2014
  • Maintained proper storage and security conditions for drugs.
  • Answered telephones, responding to questions or requests. 
  • Mixed pharmaceutical preparations, according to written prescriptions. 
  • Delivered medications or pharmaceutical supplies to patients, nursing stations, or surgery.
  • Restocked intravenous (IV) supplies and added measured drugs or nutrients to IV solutions under sterile conditions to prepare IV packs for various uses, such as chemotherapy medication.



Bachelor of Science

Temple University
Sep 2009 - May 2013

Tim attended Temple University from 2009-2013. During his academic career, he was able to maintain the Temple Scholar's Award, a four-year scholarship. In addition, Tim was able to attain Dean's List during his final academic year at Temple University, maintaining a GPA of 3.7.

High School Diploma

North penn high school
Sep 2006 - Jun 2009

Tim graduated from North Penn High School in the top 20% of his class.

Exam scores

GRE (2013): Quantitative Reasoning (162/170, 84th percentile), Verbal Reasoning (159/170, 81st percentile)

SAT (2008): 2000/2400

Awards and scholarships

  • Temple University Scholar's Award (Temple University, 2009-2013)
  • Dean's List (Temple University, Fall 2012-Spring 2013, GPA 3.7)
  • Om Sanatan Dharma Scholarship (Om Temple, 2012)
  • Blackledge-Ruediger Scholarship (North Penn High School, 2009)
  • Indo-American Cultural Club Scholarship (North Penn High School, 2009)



Able to perform all work related duties while staying mindful of regulatory/compliance related requirements. 

data analysis and interpretation

Able to procure, read, and dissect relevant information in order to accomplish work related directives.

phone and presentation skills

Able to handle a high volume of outbound and inbound calls while accomplishing daily objectives and maintaining a high level of professionalism. 

clear and effective communication

Skilled at communicating effectively with both external and internal clients at all levels in the corporate structure. 

sales and business development

Skilled at discerning clients' needs from both a personal and financial perspective. Able to engage in consultative conversation in order to provide  a solution, while also increasing territory based sales. 

social media

Skilled at effectively utilizing Social Media (such as Instagram, Facebook, Twitter, and LinkedIn) in order to perform due diligence on companies, industries, or professionals relevant to work related tasks. 

client prospecting

Able to contact both existing and prospective clients to establish rapport while also seeking to generate Sales.


Able to stay current with market trends, while continually developing a general knowledge base about the capital markets. Also willing to continually develop and expand knowledge of the financial world through educational opportunities. 



Series 6

May 2015 - Present

Investment Company and Variable Contracts Products Representative Examination

Series 63

May 2015 - Present

Uniform Securities Agent State Law Exam