Retirement Plan Advisor - MJ Retirement @ (March 2019 - September 2025)
Vice President, Retirement Plan Consultant @ (May 2009 - March 2019)
Financial Advisor @ National Retirement Partners (March 2008 - February 2009)
Financial Advisor @ (July 2005 - March 2008)
Matt Fleck Education
DePauw University
Bachelor of Arts
Matt Fleck Skills
Retirement Plan Consulting
Fiduciary Services
Investment Management
Employee Education
Mutual Funds
Collective Investment Funds
Unitized Managed Accounts
Separate Accounts
Employee Benefit Plan Design
Advisory
Collective Investment
Registered Investment Advisor
Vendor Management
Services
Asset Allocation
Fee Benchmarking
Collective Investment Trusts
Retirement Plan
Financial Services
Unitized Managed
Matt Fleck Summary
Matt Fleck, based in Indianapolis, IN, US, is currently a Vice President | MMA Midwest Retirement Services at Marsh McLennan Agency. Matt Fleck brings experience from previous roles at The MJ Companies, Axia Advisory, National Retirement Partners and Merrill Lynch. Matt Fleck holds a Bachelor of Arts @ DePauw University. With a robust skill set that includes Retirement Plan Consulting, Fiduciary Services, Investment Management, Employee Education, Mutual Funds and more. Matt Fleck has 2 emails and 2 mobile phone numbers on RocketReach.
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