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MakingLuck Inc. | Jupiter, FL

Tim Goering

MakingLuck, Inc.

Your local Sandler trainer in South Florida

Contact Tim

Work History

  • Managing Director of Sales – Florida for BNY Mellon, Wealth Management: Doubled assets under management from $2.5 Billion to over $5 Billion in 5 years.
  • President - Seaside National Bank & Trust, South Florida Region: Built 5 branches, hired over 30 people and raised the balance sheet to over $100 million in assets in only 2 years during the banking crisis of 2008 and 2009.
  • Senior Vice President - GenSpring Family Offices: Developed new relationships with ultra high net worth families. As 1 of 10 sales professional, he was instrumental in branding and growing the firm to over 10 times its original size.
  • Vice President, Financial Advisor - Bernstein Investment Research and Management: Developed a book of $200 Million In Assets Under Management in only 3 years.
  • Sales - Cordis, Johnson & Johnson: Sold the first ever coronary heart stents and managed the North Florida Territory from Jacksonville to Mississippi.

Background

  • United States Naval Academy - BS in Oceanography
  • U.S. Marine Corps – Major, Marine Aviation
  • Cordis, Johnson & Johnson - Sales
  • Bernstein Investment Research and Management – Vice President
  • GenSpring Family Offices – Senior Vice President
  • Seaside National Bank & Trust - President
  • BNY Mellon, Wealth Management – Managing Director
  • Place of Hope - Planned Giving Council
  • Honda Classic - Ambassador
  • U.S. Naval Academy Alumni Association
  • Father of two young ladies currently excelling at College of Charleston and University of Georgia