Tim McDaniel
Reporting Associate
As a Reporting Associate, Tim helps supervise and execute daily account reconciliation as well as assists in other special projects in support of portfolio management and reporting. Prior to joining the team, Tim was in the mortgage industry, holding roles ranging from Loan Officer Assistant to Loan Processor and Loan Coordinator.
A native of Virginia Beach, Tim received his MBA from Old Dominion University after completing his bachelor’s degree in Psychology.
YOUR FUTURE IN FOCUS
At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.