tim fogarty

About

I utilize financial and legal skills to serve my clients, my colleagues, and our local community, as a team player and relationship builder so that we can achieve our common goals.

Country

united states

City

providence

Industry

financial services

Skill

financial services, legal writing, legal research, building relationships, legal issues, negotiation, wealth management, financial planning, client services, leadership, trusts, estate planning, real estate, insurance, banking, public speaking, customer service, iras, fiduciary services, client communication, business entity selection

Experience

attorney

timothy fogarty esq

2015-11 - 2017-7 · 1 yr 9 mos

Represented various banks and title companies in residential real estate closings. Executed financing and real estate transfer documents with borrowers. Interpreted contract terms and ensured closing formalities were in compliance with Massachusetts and Federal laws and regulations.

associate financial representative and operations manager

northwestern mutual

2007-9 - 2012-8 · 5 yrs

Managed office operations including licensing, compliance, underwriting and book keeping. Served as the primary client liaison to a large customer base regarding insurance, retirement, business, and estate planning matters. Created new business in life and health insurance, and retirement and annuity accounts. Licensed as a Life & Health Insurance Producer in RI, MA, and CT. FINRA registered for Series 6 and 63 in RI and MA.

officer, wealth management associate

washington trust wealth management

2017-7 - 2019-7 · 2 yrs 1 mo

Education

saint joseph regional high school

1999-1 - 2003-1 · 4 yrs 1 mo

providence college

history

2003-1 - 2007-1 · 4 yrs 1 mo

Activities and Societies: Recipient, merit-based Dean’s Scholarship; Liberal Arts Honors Program Certificate; Team Captain, Intramural Athletics

roger williams university school of law

law

2012-1 - 2015-1 · 3 yrs 1 mo

Relevant course work includes: Contracts; Legal Drafting- Contracts; Sales; Negotiation; Business Organizations; Federal Income Tax; Mergers & Acquisitions; Wills & Trusts; Elder Law; Planning for the Elderly Client; and, Corporate Counsel Seminar. Activities and Societies: Competitor, ABA Representation in Mediation; Member, Phi Alpha Delta Legal Fraternity; and, Member, Sports & Entertainment Law Society.