Matt Fleming Email & Phone Number
Director, Private Wealth Advisor @ Thimble Island Private Wealth
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Matt Fleming Location
- Northford, CT, US
Matt Fleming Work
- Director, Private Wealth Advisor @ (May 2024 - Present)
- Senior Wealth Planning Associate and Account Executive @ (July 2023 - May 2024)
- Regional Sales Consultant @ (January 2017 - July 2023)
- Regional Vice President @ (February 2016 - October 2016)
- Senior Internal Wholesaler - Business Development Wholesaler - Great Lakes @ (June 2008 - February 2016)
- Internal Wholesaler - Northern Florida @ (May 2006 - June 2008)
Matt Fleming Education
- Quinnipiac University
Bachelor of Arts (Communications)
2001-2005
Matt Fleming Skills
- 401(k) Retirement Savings Plans
- 401(k) Rollovers
- Asset Allocation
- Business Development
- Certified Financial Planner
- Competitive Analysis
- Consultative Selling
- Customer Service
- FINRA
- Family Wealth Management
- Fiduciary
- Fiduciary Management
- Finance
- Financial Planning
- Financial Services
- Fixed Annuities
- Insurance
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Management
- Marketing
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Sales Operations
- Selling
- Series 26
- Series 6
- Series 63
- Series 7
- Strategy
- Variable Annuities
- Wealth Management
Matt Fleming Summary
- Matt Fleming, based in Northford, CT, US, is currently a Director, Private Wealth Advisor at Thimble Island Private Wealth. Matt Fleming brings experience from previous roles at Thimble Island Private Wealth, Prudential Financial and Great-West Financial. Matt Fleming holds a 2001 - 2005 Bachelor of Arts in Communications @ Quinnipiac University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401(k) Rollovers, Asset Allocation, Business Development, Certified Financial Planner and more. Matt Fleming has 2 emails on RocketReach.
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