Matt Nowlin Email & Phone Number
Director - Strategic Accounts @ Kalepa
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Matt Nowlin Location
- United States
Matt Nowlin Work
- 2026 -now Director - Strategic Accounts @
- 2024 -2026 Senior Enterprise Account Executive - Asset Management Solutions @
- 2022 -2024 Vice President, Enterprise Sales - Wealth Management Solutions @
- 2016 -2021 Enterprise Business Development - Retirement Solutions @ NextCapital Group (acquired by Goldman Sachs Asset Management)
- 2013 -2016 Private Banker - High Net Worth Team @
- 2011 -2013 Institutional Sales Executive - Investment Strategies Group - Retirement Solutions @
- 2010 -2011 Assistant Vice President, Sales - Independent Wealth Management Channel @
- 2008 -2010 Sales Consultant - Independent Wealth Management Channel @
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 3 emails and 1 mobile phone numbers on RocketReach.
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