Matt Leddy Email & Phone Number
Managing Director
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Matt Leddy Location
- Findlay, OH, US
Matt Leddy Work
- 2026 -now Managing Director @ TrueView Financial Group
- 2024 -now Business Consultant @
- 2024 -now Business Consultant @
- 2024 -now Retirement Planner, Financial Advisor @
- 2009 -now Independant Business Owner @
- 2009 -now Independant Business Owner @
- 2024 -2025 Vice President - Retirement Planning @
- 2021 -2023 Retirement Planner, IAR @
- 2021 -2023 Retirement Planner, IAR @
- 2012 -2014 Financial Representative, IAR @
- 2012 -2014 Financial Representative, IAR @
- 2010 -2012 Investment Representative @
- 2010 -2012 Investment Representative @
- 2010 -2012 Certified Preferred Banker @
- 2010 -2012 Certified Preferred Banker @
- 2010 -2012 Licensed Personal Banker @
- 2010 -2012 Licensed Personal Banker @
- 2008 -2010 Personal Banker @
- 2008 -2010 Personal Banker @
- 2006 -2006 Personal Banker @
Matt Leddy Education
- Institute of Business & Finance
Certified Annuity Specialist (CAS®) (Finance)
2000-2026 - College for Financial Planning
Chartered Retirement Planning Counselor™ (CRPC™)
2026-2026 - Bowling Green State University
Bachelor of Science (B.S.) (Business Administration, Finance)
2004-2005 - Ohio University
(Finance)
2000-2002
Matt Leddy Skills
- Team Building
- New Business Development
- Training
- Management
- Customer Service
- Social Media
- Social Networking
- Event Planning
- Investment Advisory
- Time Management
- Sales
- Portfolio Management
- Finance
- Public Speaking
- Marketing
- Financial Services
- Banking
- Leadership
- Coaching
- Sales Management
- Loans
- 401k
- Microsoft Office
- Insurance
- Investments
- Entrepreneurship
Matt Leddy Summary
- Matt Leddy, based in Findlay, OH, US, is currently a Managing Director at TrueView Financial Group. Matt Leddy brings experience from previous roles at ML Advisory, LLC. Matt Leddy holds a 2000 - 2026 Certified Annuity Specialist (CAS®) in Finance @ Institute of Business & Finance. With a robust skill set that includes Team Building, New Business Development, Training, Management, Customer Service and more. Matt Leddy has 2 emails and 1 mobile phone numbers on RocketReach.
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