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Matthew Teevan Location
New Jersey, United States
Matthew Teevan Work
2026 -now Regional Vice President, Retirement Plan Consultant Mid Atlantic Region @
2026 -2026 Retirement Plan Sales Consultant @
2024 -2026 Consultant
2018 -2022 Custom Solutions Sales Director @
2011 -2017 DC Specialist Northeast Territory @
2008 -2011 Retirement and Planning Principal @ Family Office Group LLC
1997 -2008 Retirement Wholesaler @
Matthew Teevan Education
West Virginia University
BSBA (Sigma Phi Epsilon)
1992-1997
Immaculata High School 1988-1992
Matthew Teevan Skills
Relationship Management
Strategic Financial Planning
Business Development
Strategic Planning
Sales Management
Financial Services
Insurance
401k
Finance
Retirement
Investments
Mutual Funds
Wealth Management
Asset Allocation
Series 7
Investment Advisory
Asset Management
Series 63
Leadership
Business Relationship Management
IRAs
Project Planning
Retirement Planning
Strategy
Microsoft Office
Management
Microsoft Excel
Integration
Financial Planning
Matthew Teevan Summary
Matthew Teevan, based in New Jersey, United States, is currently a Regional Vice President, Retirement Plan Consultant Mid Atlantic Region at Ameriprise Financial Services, LLC. Matthew Teevan brings experience from previous roles at Cetera Financial Group, Consultant / Self-Employed, Empower and Russell Investments. Matthew Teevan holds a 1992 - 1997 BSBA in Sigma Phi Epsilon @ West Virginia University. With a robust skill set that includes Relationship Management, Strategic Financial Planning, Business Development, Strategic Planning, Sales Management and more. Matthew Teevan has 2 emails and 1 mobile phone numbers on RocketReach.
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