Tim Wallace is a financial services veteran with over 20 years of experience in retail, small business and the affluent segments. Tim has served in multiple leadership roles across these segments as a product manager, market leader, sales and learning development leader and marketing director, among other roles.
With a passion for delivering exceptional customer experience, Tim is an expert in market segmentation and understands how to connect solutions to meet the needs of each customer segment. Bringing experience in both the banking and credit union space, he is a well‐regarded expert around sales management, operations, and process development and implementation. Tim has built credibility as a servant leader who can be counted on.