2014 -2017 CERTIFIED FINANCIAL PLANNER™ and CFP® @
2010 -2013 Client Services Manager @
2016 -2016 Offensive Line Coach @ 805 Bears-Semi-Professional Football Team
Matthew Hutton Education
California Lutheran University
MBA FP (Financial Planning)
2011-2013
McKendree University
Bachelor of Business Administration - BBA (Finance & Economics)
2006-2010
Matthew Hutton Skills
Employee Benefits
Finance
Financial Services
PowerPoint
Certified Financial Planner
Superior Client Service
Investments
Public Speaking
Client Service Oriented
Databases
Securities
Technically Competent
Retirement Planning
Outlook
Asset Allocation
Management
Investment Advisory
Research
File Management
Strategic Planning
Microsoft Excel
Strategic Financial Planning
Access
Portfolio Management
Retirement
Mutual Funds
Estate Planning
CRM
Financial Planning
Investment Strategies
Client Services
Notary Public
Customer Relationship Management Crm
Wealth Management
Banking
Customer Relationship Management
Matthew Hutton Summary
Matthew Hutton, based in Sherman, IL, US, is currently a Certified Financial Planner at Navigator Wealth Strategies. Matthew Hutton brings experience from previous roles at Greater Midwest Financial Group of Prudential Advisors, Regions Bank, Zeiders Enterprises, Inc. and NBS Financial Services, Inc.. Matthew Hutton holds a 2011 - 2013 MBA FP in Financial Planning @ California Lutheran University. With a robust skill set that includes Employee Benefits, Finance, Financial Services, PowerPoint, Certified Financial Planner and more. Matthew Hutton has 3 emails and 1 mobile phone numbers on RocketReach.
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