Matt Nowlin Email & Phone Number
Director - Strategic Accounts @ Kalepa
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Matt Nowlin Location
- United States
Matt Nowlin Work
- Director - Strategic Accounts @ (January 2026 - Present)
- Senior Enterprise Account Executive @ (April 2024 - January 2026)
- Vice President, Enterprise Sales @ (April 2022 - April 2024)
- Enterprise Business Development @ NextCapital Group (acquired by Goldman Sachs Asset Management) (March 2016 - November 2021)
- Private Banker - High Net Worth Team @ (October 2013 - March 2016)
- Institutional Sales Executive - Investment Strategies Group - Retirement Solutions @ (November 2011 - October 2013)
- Assistant Vice President, Sales - Independent Wealth Management Channel @ (August 2010 - November 2011)
- Sales Consultant - Independent Wealth Management Channel @ Invesco US (August 2008 - August 2010)
Matt Nowlin Education
- Miami University
BS
Matt Nowlin Skills
- Series 63
- Qualified Retirement Plans
- Advisory Services
- Advisory
- Business Development
- ETFs
- Services
- 401k
- Retirement Plan Consulting
- Scalability
- Asset Allocation
- Series 7
- Mutual Funds
- Asset Managment
- Investment Management
Matt Nowlin Summary
- Matt Nowlin, based in United States, is currently a Director - Strategic Accounts at Kalepa. Matt Nowlin brings experience from previous roles at Clearwater Analytics, Docupace, NextCapital Group (acquired by Goldman Sachs Asset Management) and J.P. Morgan. Matt Nowlin holds a BS @ Miami University. With a robust skill set that includes Series 63, Qualified Retirement Plans, Advisory Services, Advisory, Business Development and more. Matt Nowlin has 2 emails and 1 mobile phone numbers on RocketReach.
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