
Senior Vice President, Senior Relationship Manager
Tim Flaherty, CSBO
Tim joined the firm in 2014 and currently serves as Vice President, Senior Relationship Manager. He works with school districts across the state of Illinois and is responsible for creating cash flow analyses for district’s operating funds, managing bond proceeds, and placing investments for school district’s operating dollars. He is an active member of Illinois Association of School Business Officials, participating in the Professional Development Committees and presenting at conferences. He received his Chief School Business Official endorsement through Northern Illinois University to better understand the needs of his clients.
Tim received a Bachelor of Science in Business Management and his Master’s in Business Administration in Finance from Bradley University in Peoria, IL. He holds his Series 7, 50, and 66 securities licenses.