Director, Treasury Optimization Services
Tim is Director of Aprio’s Treasury Optimization Services group. Tim and his team help clients effectively manage their treasury function to save money and maximize profitability. He partners with clients to efficiently structure their accounts and ensure they aren’t overpaying banking services fees. Through data analysis, Tim identifies opportunities for savings across transaction fees, foreign exchange fees, deposits, commercial card rebates and merchant processing fees. Tim also helps clients negotiate lower rates and has a proven track record of saving clients 35 percent or more in banking fees. His services also help clients free up working capital and improve both days payable outstanding and days receivable outstanding.
Before joining Aprio, Tim spent 23 years in banking operations and treasury sales with Wells Fargo. Recognizing a disconnect between customers and their banking institutions, Tim created his unique treasury optimization service model to help Aprio clients maximize their business banking and financial relationships.
Tim spent 20 years on active duty in the U.S. Army before retiring in 1996 as a First Sergeant in the Military Police Corps.
Tim earned his Bachelor of Science in Business Management from the University of Maryland and went on to Webster’s University to earn his Master of Business Administration in Business, Marketing and Economics.