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Matt Lehner Location
Columbus, OH, US
Matt Lehner Work
2022 -now Director – Institutional Relationships @
2018 -2022 Regional Director - Business Development @
2013 -2018 Client Advisor, External Wholesaler @
2016 -2018 Client Advisor, External Wholesaler @
2010 -2013 Associate, Internal Wholesaler @
2010 -2013 Board Member @ Ohio Designer Craftsmen
2007 -2010 Treasurer @ Ohio Designer Craftsmen
2008 -2009 Associate, JPMorgan Private Banking Group @
Matt Lehner Education
The Ohio State University
(Economics)
2003-2007
Matt Lehner Skills
Series 63
Wealth Management
Investments
Alternative Investments
Customer Service
Asset Management
Banking
Credit
Series 7
CIMA
Investment Strategies
Social Media
Mutual Funds
Strategy
Microsoft Word
Matt Lehner Summary
Matt Lehner, based in Columbus, OH, US, is currently a Director – Institutional Relationships at Diamond Hill. Matt Lehner brings experience from previous roles at Diamond Hill and J.P. Morgan Asset Management. Matt Lehner holds a 2003 - 2007 The Ohio State University. With a robust skill set that includes Series 63, Wealth Management, Investments, Alternative Investments, Customer Service and more. Matt Lehner has 2 emails and 1 mobile phone numbers on RocketReach.
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