Tim Henry Woodard
Idaho Falls
Summary
Accomplished Financial Advisor with a proven track record at Northwestern Mutual, specializing in financial planning and relationship management. Successfully grew a practice to 175 clients and fostered strategic partnerships. Expert in business analysis, delivering tailored solutions to achieve client goals. Recognized for driving revenue growth and client acquisition across diverse regions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
Idaho Falls, ID
11.2023 - Current
Opened my own Financial Planning Practice
- Grown Practice to 175 Clients
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Continued to foster relationships with CPA's, Estate and Business Attorneys to build a strong network of referring partners.
Senior Business Advisor
Mountain America Credit Union
Idaho Falls, ID
01.2020 - 11.2023
- Brought in over $50MM in new business deposits between 2022 and 2023.
- Grew business portfolio to over 500 managed clients for the Credit Union across Idaho and Montana.
- Advised business owners with strategic planning and consulting to grow their business.
- Provided solutions to business owners for cash, employee and capital management needs.
Treasury Management Advisor - Vice President
Zions First National Bank
Idaho Falls, ID
05.2013 - 12.2019
- Built a brand new portfolio in the Western Wyoming market generating over $300k of annual revenue in the first 2 years,
- Managed and grew Idaho Falls, Rexburg and RIgby markets generating over $1MM of non interest annual revenue
- Coordinated team efforts to implement and manage all aspects of treasury management portfolio across East Idaho and Wyoming region.
- Assisted in analyzing accounts to identify revenue opportunities. Supported merchant processing initiatives to enhance transaction efficiency. Aided in managing commercial card and business Visa card programs.
- Oversaw largest sales region to drive revenue growth and client acquisition.
Education
Bachelor of Science - Business Management
Brigham Young University - Idaho
Rexburg, ID04-2007
Skills
- FInancial planning
- Business planning
- Tax planning
- Investment advising
- Retirement planning and distribution
- Risk management
- Relationship building and management
- Team leadership
- Business analysis and consulting
Certification
- Series 6
- Series 63
- Life and Health
States Licensed to work
- Idaho - Resident
- Utah
- Arizona
- Oklahoma
- California
- New Mexico
Timeline
Financial Advisor
Northwestern Mutual
11.2023 - Current
Senior Business Advisor
Mountain America Credit Union
01.2020 - 11.2023
Treasury Management Advisor - Vice President
Zions First National Bank
05.2013 - 12.2019
Bachelor of Science - Business Management
Brigham Young University - Idaho