Tim L.
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Tim L. Email & Phone Number

M&A Advisor, Investor, founder, business developer at Roadmap Advisors
Location: Mclean, Virginia, United States 7 work roles 4 schools
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Current company
Role
M&A Advisor, Investor, founder, business developer
Location
Mclean, Virginia, United States

Who is Tim L.? Overview

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Quick answer

Tim L. is listed as M&A Advisor, Investor, founder, business developer at Roadmap Advisors, based in Mclean, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Tim L..

Tim L. previously worked as Managing Director at Roadmap Advisors and Real Estate Advisor at Keller Williams. Tim L. holds Economics, Finance And International Relations from The London School Of Economics And Political Science (Lse).

Company email context

Email format at Roadmap Advisors

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Roadmap Advisors

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Profile bio

About Tim L.

Accomplished founder, investor and finance executive with deep background in financial planning and modeling, business development, fund raising, investment selection and management.

Current workplace

Tim L.'s current company

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Roadmap Advisors
Roadmap Advisors
M&A Advisor, Investor, founder, business developer
AeroLeads page
7 roles

Tim L. work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

Mclean, VA, US

Roadmap Advisors is a niche advisory practice that facilitates highly curated, proprietary transactions between investors and private business owners. We work with investors who prefer to run highly targeted, well thought out, thesis-driven acquisition searches for transactions with attractive deal fundamentals, great fit between buyer and seller, and an.

Sep 2022 - Present

Founder

Selective Inc.

Start-up dedicated to using data analytics to transform the HR industry.

Dec 2018 - Sep 2022

Board Member

Mclean, Virginia, US

Nov 2015 - Nov 2018

Managing Director

Confidential Family Office

Managed a private family investment holding company focused on protecting assets while growing wealth through targeted investment in real estate and private companies.

Jan 2015 - Aug 2018

Managing Director & Co-Founder

Alexandria, Virginia, US

Monument Wealth Management is a privately owned financial advisory firm that helps accomplished entrepreneurs transition to a life of long-term financial independence and wealth defined on their own terms.

May 2008 - Jan 2015

Assistant Vice President

New York, NY, US

Built a team focused on helping entrepreneurs and executives see their wealth from a different perspective. Attained the CFP designation to further that practice. Mentored financial advisor trainees and assisted with the overall financial advisor training program.

Jul 2000 - May 2008
4 education records

Tim L. education

Economics, Finance And International Relations

The London School Of Economics And Political Science (Lse)

Cpwa, Finance And Financial Management Services

The University Of Chicago Booth School Of Business

Certified Financial Planner™, Financial Planning And Services

Cfp Board

Economics & International Affairs, Economics, Finance, International Affairs

University Of Mary Washington
FAQ

Frequently asked questions about Tim L.

Quick answers generated from the profile data available on this page.

What company does Tim L. work for?

Tim L. works for Roadmap Advisors.

What is Tim L.'s role at Roadmap Advisors?

Tim L. is listed as M&A Advisor, Investor, founder, business developer at Roadmap Advisors.

Where is Tim L. based?

Tim L. is based in Mclean, Virginia, United States while working with Roadmap Advisors.

What companies has Tim L. worked for?

Tim L. has worked for Roadmap Advisors, Keller Williams, Selective Inc., Ostendio, Inc., and Confidential Family Office.

How can I contact Tim L.?

You can use AeroLeads to view verified contact signals for Tim L. at Roadmap Advisors, including work email, phone, and LinkedIn data when available.

What schools did Tim L. attend?

Tim L. holds Economics, Finance And International Relations from The London School Of Economics And Political Science (Lse).

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