Timothy Malloy
Background
Tim Malloy began his career as an Assistant Director of Admissions at JCU, and since 1986 he has been engaged in the legal, tax planning and wealth management profession For the last 25 years, he’s served as a Family Wealth Director for Key Private Bank focusing on tax, estate and philanthropic planning for high-net worth individuals.
Courses
Tax Planning PFP-371
Additional Information
Mr. Malloy is a licensed attorney (Ohio) as well as an Accredited Estate Planner (AEP®) and a Chartered Advisor in Philanthropy (CAP®)