Matthew Geltz Email & Phone Number
Director of Business Development @ Source Advisors
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Matthew Geltz Location
- Hurst, TX, US
Matthew Geltz Work
- 2025 -now Director of Business Development @
- 2023 -2025 Account Director - Team Lead @
- 2020 -2023 Regional Director Of Business Development @
- 2012 -2020 Vice President, Regional Account Executive @
- 2011 -2012 Senior Financial Representative @
- 2009 -2011 Managed Account Specialist @
Matthew Geltz Education
- University of North Texas
Bachelor of Business Administration (B.B.A.) (Finance, General)
2006-2009
Matthew Geltz Skills
- Customer Service
- Customer Relations
- Customer Retention
- Sales Support
- Retirement Solutions
- Retirement Services
- New Business Development
- Investments
- Marketing
- Sales
- Financial Analysis
Matthew Geltz Summary
- Matthew Geltz, based in Hurst, TX, US, is currently a Director of Business Development at Source Advisors. Matthew Geltz brings experience from previous roles at KBKG - Tax Credits, Incentives & Cost Recovery, Fidelity Investments and Principal Financial Group. Matthew Geltz holds a 2006 - 2009 Bachelor of Business Administration (B.B.A.) in Finance, General @ University of North Texas. With a robust skill set that includes Customer Service, Customer Relations, Customer Retention, Sales Support, Retirement Solutions and more. Matthew Geltz has 2 emails and 1 mobile phone numbers on RocketReach.
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