Tim Shugrue in

Tim Shugrue

Advisory Consultant II at TIAA
📍 Dallas-Fort Worth Metroplex, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
17 Years
Current Role
Advisory Consultant II
Job Level
Mid-senior
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities

Topics Tim cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

4-2023
Advisory Consultant II
TIAA
2-2022 - 12-2023
Derivatives Trader
Self-employed
4-2020 - 2-2022
Investment Counselor
Fisher Investments
6-2017 - 4-2020
Manager - Schwab Intelligent Services
Charles Schwab
2-2017 - 6-2017
Operations Specialist
Advanced Financial Planning
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education

Tim has no verified education history

Social presence
in

Other TIAA Employees

Explore more public profiles from related professionals.

Zara Mirza
Zara Mirza
Chief of Staff to the President & CEO
TIAA
 Upendra Mardikar
Upendra Mardikar
Chief Information Security Officer
TIAA
 Tiffany Peeples
Tiffany Peeples
Director Risk Controls & Readiness Enterprise Fraud Management
TIAA
 Ramona E R.
Ramona E R.
Board Member (Trustee)
TIAA

More profiles

Discover additional public profiles from our index.

Maureen Gutierrez
Maureen Gutierrez
Associate Vice President of Sales, Membership and Special Events
The Dallas Arboretum & Botanic Garden
 Sneha Raghavan
Sneha Raghavan
Marketing Director
AMP at UTD
CT
Caitlyn Thompson
Associate Marketing Manager
Millennium Physician Group
 Christina de Giovanni
Christina de Giovanni
Chief Executive Officer
The Emerald Dispensary
Unlock the full playbookSee exactly how to sell to Tim. Free, 10 seconds.