Lieren Timeus, Cfp®, Cpfa

Lieren Timeus, Cfp®, Cpfa Email and Phone Number

Summit Group of Virginia, 401(k) Consulting Team @ Summit Group 401k Consulting, an Alera Group Company
Lieren Timeus, Cfp®, Cpfa's Location
Virginia Beach, Virginia, United States, United States
Lieren Timeus, Cfp®, Cpfa's Contact Details

Lieren Timeus, Cfp®, Cpfa work email

Lieren Timeus, Cfp®, Cpfa personal email

n/a
About Lieren Timeus, Cfp®, Cpfa

Lieren Timeus, Cfp®, Cpfa is a Summit Group of Virginia, 401(k) Consulting Team at Summit Group 401k Consulting, an Alera Group Company. She possess expertise in loan origination, credit risk, underwriting, financial modeling, cash management and 33 more skills.

Lieren Timeus, Cfp®, Cpfa's Current Company Details
Summit Group 401k Consulting, an Alera Group Company

Summit Group 401K Consulting, An Alera Group Company

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Summit Group of Virginia, 401(k) Consulting Team
Lieren Timeus, Cfp®, Cpfa Work Experience Details
  • Summit Group 401K Consulting, An Alera Group Company
    Senior Retirement Plan Advisor
    Summit Group 401K Consulting, An Alera Group Company Oct 2016 - Present
    Virginia Beach, Virginia, Us
    Lieren joined Summit Group in 2016 and serves as a Senior Retirement Plan Advisor on our 401(k) Consulting Team. As a securities-registered associate, Lieren is involved with many aspects of our ongoing plan advisory services, including our investment monitoring process and plan reviews. In addition, Lieren serves as a direct resource for investment and retirement inquiries from employees and assists with our ongoing employee engagements and financial wellness initiatives. CERTIFIED FINANCIAL PLANNER™Certified Plan Fiduciary AdvisorFINRA Series 7, 63, and 65 securities registrationsSEC Registered Investment Advisor RepresentativeDisclosure: Advisory Services offered through The Ascent Group, LLC, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. The Ascent Group, LLC; Alera Group, Inc.; Summit Group of Virginia, an Alera Group Company; and Summit Group 401(k) Consulting, an Alera Group Company, are not affiliated with Triad Advisors, LLC. Representatives do not provide tax or legal advice. Please consult with your tax advisor or attorney regarding your situation.
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  • Summit Group Of Virginia, An Alera Group Company
    Senior Retirement Plan Advisor, 401(K) Consulting Team
    Summit Group Of Virginia, An Alera Group Company Oct 2016 - Present
    Virginia Beach, Virginia, Us
    View
  • Jp Davis, Inc Dba Navigation Retirement Group
    Operations Manager
    Jp Davis, Inc Dba Navigation Retirement Group Apr 2015 - Aug 2016
  • Suntrust Bank
    Portfolio Manager
    Suntrust Bank Jul 2013 - Apr 2015
    Charlotte, Nc, Us
    View
  • Suntrust Bank
    Portfolio Support Specialist
    Suntrust Bank Jan 2013 - Jun 2013
    Charlotte, Nc, Us
    View

Lieren Timeus, Cfp®, Cpfa Skills

Loan Origination Credit Risk Underwriting Financial Modeling Cash Management Valuation Asset Management Bloomberg Analysis Lines Of Credit Management Financial Analysis Leadership Commercial Banking Customer Service Credit Analysis Portfolio Management Structured Finance Investment Banking Commercial Mortgages Banking Bonds Due Diligence Investments Sales Cash Flow Risk Management Mergers And Acquisitions Credit Finance Treasury Management Business Analysis Commercial Lending Financial Services Financial Structuring Finra 401 Retirement Savings Plans Fiduciary Services

Lieren Timeus, Cfp®, Cpfa Education Details

  • University Of Arizona, Eller College Of Management
    University Of Arizona, Eller College Of Management
    General

Frequently Asked Questions about Lieren Timeus, Cfp®, Cpfa

What company does Lieren Timeus, Cfp®, Cpfa work for?

Lieren Timeus, Cfp®, Cpfa works for Summit Group 401k Consulting, An Alera Group Company

What is Lieren Timeus, Cfp®, Cpfa's role at the current company?

Lieren Timeus, Cfp®, Cpfa's current role is Summit Group of Virginia, 401(k) Consulting Team.

What is Lieren Timeus, Cfp®, Cpfa's email address?

Lieren Timeus, Cfp®, Cpfa's email address is lt****@****pva.com

What schools did Lieren Timeus, Cfp®, Cpfa attend?

Lieren Timeus, Cfp®, Cpfa attended University Of Arizona, Eller College Of Management.

What skills is Lieren Timeus, Cfp®, Cpfa known for?

Lieren Timeus, Cfp®, Cpfa has skills like Loan Origination, Credit Risk, Underwriting, Financial Modeling, Cash Management, Valuation, Asset Management, Bloomberg, Analysis, Lines Of Credit, Management, Financial Analysis.

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