Information Technology and Fintech Consultant Specializing in Investment Management & Financial Services Industries
Professional Biography
Tim Roesch is an RIA industry and fintech professional consultant with over 20 years’ experience in the investment management industry. Tim is a solution-focused professional who applies technical expertise to help RIA firms with technology strategy, systems integration, operational efficiency, scale and increased business growth.
Tim is a technology consultant, as well as a Principal and Director of Operations, for TW Advisors in Dayton, Ohio. Tim has developed and implemented systems and business critical processes for multiple RIA firms which have helped them achieve operational scale resulting in increased assets under management. Tim’s leadership and expertise resulted in TW Advisors becoming the first Investment Advisor firm to successfully integrate their technology systems with TD Ameritrade’s Veo API in 2013. He also developed the firm’s own portfolio management, CRM and performance measurement system.
Tim’s areas of expertise include cloud computing systems, custom software development, API integrations, system and application evaluation, selection and implementation which cover areas including portfolio management, performance measurement, trading, automated account reconciliation and Customer Relationship Management (CRM) systems.
Tim earned a Bachelor of Science in Business Administration and Management Information Systems from Bowling Green State University in 1988. He is also a certified Six Sigma Green Belt. Tim served on the Board of Trustees for Clothes That Work from 2016 - 2021, a local non-profit organization dedicated to assisting low-income women and men return to the workplace.