Timothy Allsopp
Independent Advisor Representative and Legacy Architect at Fusion Capital Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Certified Cryptocurrency Expert
Blockchain CouncilMar, 2022- Nov, 2024 -
Value Investing
Columbia Business SchoolMar, 2019- Nov, 2024 -
series 66
FINRAMar, 2016- Nov, 2024 -
series 7
FINRAFeb, 2016- Nov, 2024 -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
National Association of Insurance Commissioners (NAIC)Mar, 2011- Nov, 2024
Experience
-
Fusion Capital Management
-
United States
-
Financial Services
-
1 - 100 Employee
-
Independent Advisor Representative and Legacy Architect
-
Jan 2021 - Present
Provide holistic multi disciplinary team based solutions for families and business owners to create multi generation legacies of wealth and impact. Using the leverage of a virtual family office collaborative model clients benefit from a holistic full spectrum bespoke financial advisory and planning services that empowers them and equips them to build their legacy of impact. Legacy of Harvest transforms uncertainty into legacy and obstacles into opportunity Provide holistic multi disciplinary team based solutions for families and business owners to create multi generation legacies of wealth and impact. Using the leverage of a virtual family office collaborative model clients benefit from a holistic full spectrum bespoke financial advisory and planning services that empowers them and equips them to build their legacy of impact. Legacy of Harvest transforms uncertainty into legacy and obstacles into opportunity
-
-
-
Elite Investment Team
-
United States
-
Independent Advisor Representative
-
Aug 2018 - Dec 2020
Provide holistic multi disciplinary team based solutions for families and business owners to create multi generation legacies of wealth and impact Provide holistic multi disciplinary team based solutions for families and business owners to create multi generation legacies of wealth and impact
-
-
-
Thrivent
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Associate
-
Dec 2015 - Jul 2018
Helped clients achieve their goals and become financially free through financial planning, investment and business advisement and holistic solutions Helped clients achieve their goals and become financially free through financial planning, investment and business advisement and holistic solutions
-
-
-
-
Finance Consultant
-
Jan 2013 - May 2014
Providing Business Loans, Asset Based Lending, Hard Equity and Debt Solutions on Investment and Commercial Real Estate. Specializing in Debtor-In-Possession financial services or other custom financial services related to business bankruptcies and solutions to Chapter 11 scenarios with complicated capital structures. Providing Business Loans, Asset Based Lending, Hard Equity and Debt Solutions on Investment and Commercial Real Estate. Specializing in Debtor-In-Possession financial services or other custom financial services related to business bankruptcies and solutions to Chapter 11 scenarios with complicated capital structures.
-
-
-
-
New Business Specialist and Wholesale Program Development Manager
-
Jan 2011 - May 2014
Restructured and redeveloped Wholesale real estate program and developed REO pipeline in Triangle and Queen City Developing Multi -Million Dollar Private Money Lending Fund for Miller Ventures for financing projects in Atlanta, GA and Charlotte, NC Restructured and redeveloped Wholesale real estate program and developed REO pipeline in Triangle and Queen City Developing Multi -Million Dollar Private Money Lending Fund for Miller Ventures for financing projects in Atlanta, GA and Charlotte, NC
-
-
-
-
Manager
-
Apr 2011 - Apr 2014
Developed EMD investment program model to capitalize Wholesale Property Program Provided project cost and profit analysis for real estate investors and private lenders Developed EMD investment program model to capitalize Wholesale Property Program Provided project cost and profit analysis for real estate investors and private lenders
-
-
-
TN Property Resources
-
Greater Atlanta Area
-
Project Manager
-
Jun 2012 - Jan 2014
Locate, Estimate, Bid and Secure Quality Construction Job Manage requirements of city planning and permits, environmental conditions, and building codes Supervise Job Site and Construction including Materials, Material Waste, Subcontractors, Quality and Cost Controls Market Company and Integrate Appropriate Technology and Tools Provide Capital and Funding Support for Optimum Company Growth Responsible for Accounting, Fiscal Reporting, and Budgeting for Company Locate, Estimate, Bid and Secure Quality Construction Job Manage requirements of city planning and permits, environmental conditions, and building codes Supervise Job Site and Construction including Materials, Material Waste, Subcontractors, Quality and Cost Controls Market Company and Integrate Appropriate Technology and Tools Provide Capital and Funding Support for Optimum Company Growth Responsible for Accounting, Fiscal Reporting, and Budgeting for Company
-
-
-
-
Acquistions Manager
-
May 2010 - Jan 2014
Purchase lots for new construction development or single family homes to be renovated for retail resale Purchase lots for new construction development or single family homes to be renovated for retail resale
-
-
-
-
Acquisitions Manager
-
Feb 2010 - Jan 2014
Managed the acquisition and development of raw land for new construction purposes Managed several new construction projects in Atlanta, Georgia Organized labor, construction, project plans and materials on numerous housing projects Managed requirements of city planning and permits, environmental conditions, and building codes Organized all aspects of building and development of residential and commercial property Managed the acquisition and development of raw land for new construction purposes Managed several new construction projects in Atlanta, Georgia Organized labor, construction, project plans and materials on numerous housing projects Managed requirements of city planning and permits, environmental conditions, and building codes Organized all aspects of building and development of residential and commercial property
-
-
-
-
Hard Money
-
2013 - 2013
-
-
-
-
In House Finance Manager
-
Jan 2005 - Jan 2009
Secured and Obtained Private and Conventional Financing of Miller Ventures Projects Secured and Obtained Private and Conventional Financing of Miller Ventures Projects
-
-
-
-
Project Manager
-
Jan 2003 - Jan 2006
-
-
-
Southern Global Properties
-
Real Estate
-
Project Manager
-
Jan 2001 - Jan 2003
Managed the acquisition and development of raw land for new construction purposes Managed requirements of city planning and permits, environmental conditions, and building codes Organized all aspects of building and development of residential and commercial property Managed the acquisition and development of raw land for new construction purposes Managed requirements of city planning and permits, environmental conditions, and building codes Organized all aspects of building and development of residential and commercial property
-
-
Education
-
The London School of Economics and Political Science (LSE)
Master of Science, Industrial Management -
University of North Carolina at Chapel Hill
Bachelor of Arts, Psychology -
Carolina Business Institute of University of Carolina
-
University of North Carolina
-
Williams College
-
Phillips Exeter Academy
Classical Diploma -
Pace Academy