M Tim Riley
About M Tim Riley
M Tim Riley serves as the Manager of Retirement Counselors in Business Development for Institutional Markets at Transamerica, where he has worked since 2015. He has extensive experience in financial planning and retirement solutions, holding multiple licenses and certifications in the field.
Work at Transamerica
M Tim Riley has been employed at Transamerica since 2015, serving as the Manager of Retirement Counselors in Business Development for Institutional Markets. In this role, he focuses on enhancing retirement readiness for clients and works with a variety of retirement plan solutions, including 401(k), 403(b), and multiple employer plans. His experience at Transamerica builds on his prior role as a Senior Retirement Counselor within the same organization, where he worked for one year prior to his current position.
Previous Experience in Financial Services
Before joining Transamerica, M Tim Riley held several positions at Fidelity Investments. He worked as an Annuity Sales Representative from 2004 to 2006, followed by a role as a Branch Investment Consultant from 2006 to 2014. Additionally, he served as a Fixed Income Representative from 2001 to 2004 and as a Service Trading Representative for nine months in 2000. His diverse roles at Fidelity Investments provided him with a comprehensive understanding of various financial products and services.
Education and Expertise
M Tim Riley earned a Bachelor of Science degree in Economics from Brigham Young University, where he studied from 1986 to 2001. He furthered his education by obtaining a Master of Business Administration from Westminster College between 2001 and 2004. He has been a Certified Financial Planner since 2004, reflecting his commitment to financial planning. Additionally, he holds Series 7, 63, 66, and 26 licenses, as well as a life insurance license, indicating a broad expertise in securities, investment advisory services, and insurance products.
International Experience
M Tim Riley has international experience from his time at Dsi, where he worked in marketing from 1996 to 2000 in the Netherlands. This role contributed to his understanding of global markets and enhanced his skills in business development and client engagement within the financial services sector.