Christopher Mathys Email & Phone Number
Client Relationship Manager @ Voya Financial
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Christopher Mathys Location
- Avon Lake, OH, US
Christopher Mathys Work
- Client Relationship Manager @ (April 2024 - Present)
- Retirement Plan Consultant @ Oswald Financial, Inc. (June 2023 - April 2024)
- Client Relationship Manager @ (December 2017 - June 2023)
- Retirement Plan Administrator @ National Associates, Inc. (May 2015 - December 2017)
- Financial Account Executive @ (October 2005 - May 2014)
Christopher Mathys Education
- The American College of Financial Services
Chartered Financial Consultant (Chartered Financial Consultant)
2011-2013 - Franklin University
Bachelor of Science (B.S.) (Financial Management and Business Forensics)
2008-2011
Christopher Mathys Skills
- Non-Qualified Deferred Compensation
- Executive Compensation Planning
- Retirement Planning
- Financial Services
- Employee Benefits
- Securities
- Legal Documents
- Investments
- Interviews
- Management
- IRAs
- Asset Allocation
- Risk Management
- Compliance
- Data Analysis
- Business Correspondence
- Policy Writing
- Defined Contribution
- Defined Benefit
- Qualified Retirement Plans
- Small Business Retirement Planning
- Compliance Testing
Christopher Mathys Summary
- Christopher Mathys, based in Avon Lake, OH, US, is currently a Client Relationship Manager at Voya Financial. Christopher Mathys brings experience from previous roles at Oswald Financial, Inc., Voya Financial, National Associates, Inc. and Nationwide Insurance. Christopher Mathys holds a 2011 - 2013 Chartered Financial Consultant in Chartered Financial Consultant @ The American College of Financial Services. With a robust skill set that includes Non-Qualified Deferred Compensation, Executive Compensation Planning, Retirement Planning, Financial Services, Employee Benefits and more. Christopher Mathys has 4 emails and 4 mobile phone numbers on RocketReach.
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