2023 -now Financial Planning and Budgeting Manager @
2019 -2023 Financial Advisor @
2016 -2019 Strategic Planning Specialist @
2014 -2016 Financial Advisor @
Matt Trimnell Education
Indiana University Southeast
Bachelor's degree (BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES)
2012-2015
Matt Trimnell Skills
Sales
Client Presentation
Client Education
Client Development
Cost Reporting
Cost Reduction
Cost Engineering
Cost Planning
Microsoft Office
Microsoft Outlook
College Basketball
College Savings Plans
Life Insurance
Health Insurance
Leadership
Teamwork
Team Management
Critical Thinking
Analytical Skills
Communication
Entrepreneurship
Financial Planning
Financial Analysis
Insurance
Risk Management
Investments
Strategic Planning
Team Building
Financial Services
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Negotiation
Basketball Coaching
Manufacturing
Time Management
Public Speaking
Team Leadership
Sports Coaching
Process Improvement
Family Wealth Management
Coaching
Personal Finance
Company Presentations
Persuasive Presentations
Key Client Relationships
Wealth Management
Automotive
Matt Trimnell Summary
Matt Trimnell, based in Seymour, IN, US, is currently a Financial Planning and Budgeting Manager at Reedy Financial Group P.C.. Matt Trimnell brings experience from previous roles at Reedy Financial Group P.C., Aisin U.S.A. Mfg., Inc. and Northwestern Mutual. Matt Trimnell holds a 2012 - 2015 Bachelor's degree in BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES @ Indiana University Southeast. With a robust skill set that includes Sales, Client Presentation, Client Education, Client Development, Cost Reporting and more. Matt Trimnell has 2 emails and 1 mobile phone numbers on RocketReach.
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