Tim Lonergan Email
Senior Financial Planner @ Westmount Asset Management
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Tim Lonergan Location
- Newport Beach, CA, US
Tim Lonergan Work
- 2023 -now Senior Financial Planner @
- 2021 -2023 Financial Planner @
- 2020 -2021 Investment Consultant @
- 2019 -2020 Financial Advisor Associate @
- 2019 -2019 Senior Client Service Associate @
- 2017 -2019 Business Development Associate II @
- 2015 -2019 Business Development Associate @
Tim Lonergan Education
- University of New Hampshire 2011-2015
Tim Lonergan Summary
- Tim Lonergan, based in Newport Beach, CA, US, is currently a Senior Financial Planner at Westmount Partners. Tim Lonergan brings experience from previous roles at Westmount Asset Management, Fidelity Investments and Morgan Stanley. Tim Lonergan holds a 2011 - 2015 University of New Hampshire. Tim Lonergan has 3 emails on RocketReach.
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