Tim Merrell, CTP
Senior Manager
Tim Merrell brings to his clients over 25 years of experience in Banking and Financial Services, including 15 years in leadership roles at several regional and community banks. His clients have included financial institutions, professional service firms, healthcare practices, hospitality providers, nonprofits, and local government entities. Tim currently works as part of the Financial Services consulting team and enjoys partnering with our clients to enhance business growth opportunities, improve operational efficiencies, reduce risk, and bring additional value to their organizations.
Certifications
- Certified Treasury Professional
Professional memberships and activities
- Association for Financial Professionals (AFP)
- Pennsylvania Bankers Association
Areas of Focus
- Treasury and Payments
- Client / Member experience
- Technology
- Sales process, cost-of-funds, and non-interest income opportunities
- Operational efficiency and process optimization
- Strategic planning, including growth, customer acquisition, and profitability measurement
Education
Peirce College- Bachelor of Science Degree in Business Administration
- Graduated Summa Cum Laude
Recent Insights
Webinars
A jump-start for banking data analytics
Mar 09, 2023