Tim McGrath

Anna, IL *****

adzw6t@r.postjobfree.com

+1-618-***-****

Authorized to work in the US for any employer

Work Experience

Senior Wealth Advisor

Vanderbilt Financial Group - Anna, IL

April 2022 to Present

Assist clients with wealth strategies and planning. Trade securities and insurance products. Series 7, 66 and insurance licensed.

Financial Advisor

Edward Jones - Anna, IL

December 2007 to April 2022

Provide financial advice and counseling to investors. Social Worker

Federal Bureau of Prisons - Marion, IL

January 2006 to December 2007

Work as social worker in federal prison sex offender management program. Provide individual and group therapy.

Psychosocial Rehabilitation Coordinator

Data Center Inc - Cairo, IL

April 2003 to January 2006

Supervised day treatment program for individuals. Provided individual and group therapy. Assisted with intakes, crisis emergencies, billing and assisted with outings and other needed duties. Placement Coordinator

JR Centre Inc - Anna, IL

May 2000 to May 2003

Assist with employment opportunities for individuals with disabilities. Develop treatment plans and attend team meetings to plan. Provided individual and group training, therapy and attended outside community outreach events.

Education

Master's degree in Social Work

Southern Illinois University - Carbondale, IL

May 2000 to May 2003

Bachelor's degree in Social Work

Southern Illinois University-Carbondale - Carbondale, IL August 1998 to May 2000

Associate's degree in General Studies

Shawnee Community College - Ullin, IL

August 1995 to August 1999

Skills

• Mentoring

• Presentation Skills

• Strategic Planning

• Business Development

• Team Management

• Relationship Management

• Lending (10+ years)

• Customer service (10+ years)

• Customer Relationship Management

• Insurance Sales

• CRM Software

• Social Work

• Case Management

• Mental Health Counseling

Certifications and Licenses

Life & Health Insurance License

Series 66

Series 7

Life Insurance License

Securities Industry Essentials

Groups

Kiwanis Member

May 2008 to Present

Kiwanis Club of America

Rotary Club

May 2008 to May 2013

Anna-Jonesboro Rotary Club-past president

Chamber of Conmerce

May 2008 to Present

Chamber of Commerce-past president

Anna-JonesboroHighschool School Board Member

April 2012 to Present

District 81 School Board Memeber

Contact this candidate