Timothy "Tim" Greenlund, Northwest Savings Bank vice president of finance services in the bank's Investment Management and Trust Services Division, has earned the Qualified Plan Financial Consultant credential from the American Society of Pension Professionals and Actuaries.
Greenlund completed a program that covered a broad financial planning curriculum to gain the right to use the qualified plan financial consultant credential.
The designation is for those selling, marketing, supporting and providing advice to clients regarding qualified retirement plans. The designation focuses on corporate and fiduciary governance for ERISA-qualified retirement plans. Those who earn the QPFC credential must have knowledge of investments, securities rules and fiduciary and regulatory governance, and provide an understanding of distinctive features of qualified plans. Candidates are expected to demonstrate proficiency in plan administration, compliance, investment, fiduciary, and ethics issues. Developed by the American Society of Pension Professionals and Actuaries and the University of Michigan, the goal of the Qualified Plan Financial Consultant program is to offer a comprehensive education program and a credential that will benefit the plan sponsor community.
Greenlund began his financial services career with Northwest in 2003, working as a trust officer in the bank's Warren Office. He has been responsible for the retention and expansion of existing client relationships, as well as developing new clients. In 2010, his responsibilities shifted to handle an increase in the number of retirement plans in northwest Pennsylvania. He now works exclusively with these plans.
Greenlund attended Otterbein College and Bryant and Stratton Business College. He holds Series 7 and 63 Securities Licenses and Pennsylvania Life and Health Insurance Licenses.
Greenlund and his wife, Barb, live in Warren. They have one son Michael. They are also the parents of adult daughters Karla Winsheimer and Erin See. Greenlund is the son of Jane Greenlund of Warren and the late Charles Greenlund.