Tim Lonergan Email
Partner, Head of Financial Planning
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Tim Lonergan Location
- Newport Beach, CA, US
Tim Lonergan Work
- Partner, Head of Financial Planning @ Westmount Partners (September 2026 - Present)
- Senior Financial Planner @ Westmount Partners (July 2023 - Present)
- Financial Planner @ Westmount Partners (July 2021 - June 2023)
- Investment Consultant @ (June 2020 - June 2021)
- Financial Advisor Associate @ (May 2019 - June 2020)
- Senior Client Service Associate @ (March 2019 - June 2019)
- Business Development Associate II @ (October 2017 - March 2019)
- Business Development Associate @ (May 2015 - March 2019)
Tim Lonergan Education
- University of New Hampshire 2011-2015
Tim Lonergan Skills
- Customer Service
- Event Planning
- Investments
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Public Speaking
- Research
- Social Media
- Social Networking
- Teamwork
- Time Management
Tim Lonergan Summary
- Tim Lonergan, based in Newport Beach, CA, US, is currently a Partner, Head of Financial Planning at Westmount Partners. Tim Lonergan brings experience from previous roles at Westmount Partners, Fidelity Investments and Morgan Stanley. Tim Lonergan holds a 2011 - 2015 University of New Hampshire. With a robust skill set that includes Customer Service, Event Planning, Investments, Leadership, Management and more. Tim Lonergan has 2 emails on RocketReach.
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