Timothy Pratt, MBA
VP, Regional Director, West Division at Angel Oak Capital Advisors, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Credentials
-
Series 66
FINRAJun, 2014- Nov, 2024 -
Series 7
Financial Industry Regulatory Authority (FINRA)Jun, 2014- Nov, 2024 -
Fundamentals of Alternative Investments
CAIA Association
Experience
-
Angel Oak Capital Advisors, LLC
-
United States
-
Investment Management
-
1 - 100 Employee
-
VP, Regional Director, West Division
-
Jul 2021 - Present
-
-
-
Invesco US
-
United States
-
Investment Management
-
700 & Above Employee
-
Regional Advisor Consultant
-
Jul 2020 - Jul 2021
-
-
-
Janus Henderson Investors
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Account Manager | National Accounts
-
Aug 2018 - Jul 2020
-
-
Sr. Internal Sales Consultant
-
Feb 2016 - Aug 2018
-
-
-
Wells Fargo Advisors
-
United States
-
Financial Services
-
700 & Above Employee
-
Financial Advisor
-
Jul 2014 - Feb 2016
-
-
-
UGA Student Managed Investment Fund (SMIF)
-
United States
-
Capital Markets
-
1 - 100 Employee
-
Portfolio Manager
-
Oct 2011 - May 2013
•Portfolio Manager of all-equity value fund managing a portion of the UGA endowment with 30 students from the Finance department and responsible for final decision/veto on all holdings considered for the portfolio •Asset Allocation Team Leader, Financials Sector Co-leader. •Portfolio Manager of all-equity value fund managing a portion of the UGA endowment with 30 students from the Finance department and responsible for final decision/veto on all holdings considered for the portfolio •Asset Allocation Team Leader, Financials Sector Co-leader.
-
-
-
Invesco US
-
United States
-
Investment Management
-
700 & Above Employee
-
Global Equity Intern
-
May 2012 - Aug 2012
•Interned with Invesco's Global Equity research and portfolio management team. I had the opportunity to work with many analysts and portfolio managers covering many different sectors and companies. •Main role was assisted portfolio managers in researching and analyzing potential equity investments and global macro trends •Conducted two personal research reports specializing in the Healthcare and Technology sectors ultimately presenting the ideas to the investment committee. •Interned with Invesco's Global Equity research and portfolio management team. I had the opportunity to work with many analysts and portfolio managers covering many different sectors and companies. •Main role was assisted portfolio managers in researching and analyzing potential equity investments and global macro trends •Conducted two personal research reports specializing in the Healthcare and Technology sectors ultimately presenting the ideas to the investment committee.
-
-
-
Atlanta Junior Golf Association
-
United States
-
Nonprofit Organization Management
-
1 - 100 Employee
-
Summer Tournament Staff
-
May 2009 - Aug 2011
Tournament Official and Rules Marshal. Tournament Official and Rules Marshal.
-
-
Education
-
The University of Georgia
Master of Business Administration - MBA -
The University of Georgia
"BBA" Bachelors of Business Administration, Finance