Matt Leddy Email & Phone Number
Managing Director
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Matt Leddy Location
- Findlay, OH, US
Matt Leddy Work
- Managing Director @ TrueView Financial Group (March 2026 - Present)
- Business Consultant @ (August 2024 - Present)
- Retirement Planner, Financial Advisor @ (March 2024 - Present)
- Independant Business Owner @ (August 2009 - Present)
- Vice President - Retirement Planning @ (March 2024 - April 2025)
- Retirement Planner, IAR @ (March 2021 - August 2023)
- Financial Representative, IAR @ (January 2012 - January 2014)
- Investment Representative @ (January 2010 - January 2012)
- Certified Preferred Banker @ (January 2010 - January 2012)
- Licensed Personal Banker @ (January 2010 - January 2012)
- Personal Banker @ (January 2008 - January 2010)
- Personal Banker @ (January 2006 - January 2006)
- Owner @ MTL Rentals (January 2002 - January 2005)
Matt Leddy Education
- Institute of Business & Finance
Certified Annuity Specialist (CAS®)
2025-2026 - College for Financial Planning
Chartered Retirement Planning Counselor™ (CRPC®)
2026-2026 - Bowling Green State University
Bachelor of Science (B.S.)
2004-2005 - Ohio University 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
- 401(k) Rollovers
- Account Management
- Active Listening
- Analytical Skills
- Business Development
- Business Relationship Management
- Client Presentation
- Client Relations
- Commercial Real Estate
- Complex Sales
- Consultative Selling
- Creative Problem Solving
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Success
- Customer Support
- Direct Sales
- E-Commerce
- Easily Adaptable
- Entrepreneurship
- Estate Planning
- Financial Advisory
- Financial Analysis
- Financial Goals
- Financial Planning
- Fixed Annuities
- Insurance
- Interpersonal Communication
- Interpersonal Skills
- Investment Sales
- Investment Strategies
- Key Accounts
- Leadership Development
- Mentoring
- Microsoft Office
- Microsoft Outlook
- New Business Opportunities
- Oral Communication
- Organization Skills
- Outside Sales
- Pipeline Generation
- Problem Solving
- Property Management
- Qualified Retirement Plans
- Relationship Banking
- Relationship Building
- Relationship Development
- Retail Sales
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Retirement Solutions
- Sales Leadership
- Sales Management
- Sales Presentations
- Sales and Marketing
- Skilled Multi-tasker
- Strategic Relationships
- Teamwork
- Upselling
- Value Propositions
- Working Experience
- Workplace Relationships
- Loans
- 401k
- Investments
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 and MDRN Capital ™. Matt Leddy holds a 2025 - 2026 Certified Annuity Specialist (CAS®) @ 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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