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MEMBER PROFILE

 

Timothy Throckmorton

Webster Private Bank

 

Member profile details

Membership level
Tri-State Individual
First name
Timothy
Last name
Throckmorton
Title
Sr. Managing Director, Client Planning and Consulting
Company
Webster Private Bank
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • Connecticut - Hartford New & Events
  • Connecticut News & Events
  • DC Metro News & Events
  • Long Island News & Events
  • Massachusetts News & Events
  • New Jersey News & Events
  • New York News & Events
  • Rhode Island News & Events
 

CONTACT INFORMATION

City
Middle Haddam
State
Connecticut
 

PROFILE INFORMATION

Call me when
Desire to save tax before selling a business
Why I/we support XPX
Networking and sharing of ideas
Profession
  • Banker
  • Coach
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Culture
  • Estate planning
  • Exit/Transition Planning
  • Facilitation
  • Family business
  • Governance
  • Investments
  • Leadership Development
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Financial Services
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
Professional Certification(s)
JD, LLM
Transition Planning Certification or Methodology
CExP
In Business Since
2013 at Webster Private Bank
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