Matt Loeffler Email & Phone Number
Director, Financial Planning @ Edelman Financial Engines
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Matt Loeffler Location
- Strongsville, OH, US
Matt Loeffler Work
- 2019 -now Director, Financial Planning @
- 2018 -2019 Founder and CEO @ Blue Tree Wealth Advisors LLC
- 2016 -2018 Vice President - Wealth Planning, The Private Client Reserve @
- 2012 -2015 Manager of Wealth Planning @
- 2006 -2012 Senior Sales Director @
- 2004 -2006 Vice President and Manger @
- 2002 -2004 Vice President and Relationship Manager @
- 1996 -2002 Vice President and Relationship Manager @
- 1995 -1996 Senior Trust Officer @
- 1993 -1995 Financial Analyst @ MELLON BANK, NA
Matt Loeffler Education
- Bucknell University
BSBA (Accounting)
1988-1992 - Cathedral Prep 1984-1988
Matt Loeffler Skills
- Wealth Management
- Estate Planning
- Retirement Planning
- Asset Allocation
- Financial Analysis
- Finance
- Leadership
- Relationship Management
- Retirement
- Asset Management
- Banking
- Wealth Management Services
- Employee Benefits
- Marketing
- Strategic Financial Planning
- Due Diligence
- High Net Worth Individuals
- Corporate Finance
- Financial Advisory
- Investment Strategies
- 401k
- Mergers & Acquisitions
- Credit
- Risk Management
- Financial Services
- Small Business
- Cash Management
- Investment Advisory
- Succession Planning
- Capital Markets
- Financial Modeling
- Retirement Plan Consulting
- Certified Financial Planner
- Financial Planning
- Investment Management
- Analysis
- Investments
- Business Strategy
- Planning
- Accounting
- Management
- Networking
- Wealth
- Microsoft Excel
- Series 7
- Alternative Investments
- Securities
- Life Insurance
- Portfolio Management
- Mergers and Acquisitions
- Certified Public Accountant
- Insurance
- Customer Service
- Series 63
- Equities
- Mutual Funds
- Loans
Matt Loeffler Summary
- Matt Loeffler, based in Strongsville, OH, US, is currently a Director, Financial Planning at Edelman Financial Engines. Matt Loeffler brings experience from previous roles at Blue Tree Wealth Advisors LLC, U.S. Bank, Strategic Wealth Partners and BNY Mellon Wealth Management. Matt Loeffler holds a 1988 - 1992 BSBA in Accounting @ Bucknell University. With a robust skill set that includes Wealth Management, Estate Planning, Retirement Planning, Asset Allocation, Financial Analysis and more. Matt Loeffler has 2 emails and 1 mobile phone numbers on RocketReach.
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