Primary Job Title Sr. Business Consultant Primary Organization 
OppenheimerFunds
Location Greater San Diego Area, California, United States Regions West Coast, Western US Gender Male
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Tim Wilkinson is senior business consultant at OppenheimerFunds. He is responsible for representing the firm’s CEO Advisor Institute’s personal and professional development programs to advisers. Tim has over 21 years of experience in sales, leadership, training and development with an emphasis on strategic sales development. He joined
OppenheimerFunds in 2014 from ING Investment Management. Tim’s earlier experiences are Charles Schwab & Co., Inc. and with Prudential Securities. He received a BA in Organizational Communications from University of New Mexico.
Tim holds the CIMA designations the Series 9,10, 7, 65 and 63 securities licenses and Associate Certified Coach (ACC).
