Matthew Teevan Email & Phone Number
Regional Vice President, Retirement Plan Consultant Mid Atlantic Region @ Financial Services Company
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Matthew Teevan Location
- New Jersey, United States
Matthew Teevan Work
- Regional Vice President, Retirement Plan Consultant Mid Atlantic Region @ (June 2026 - Present)
- Retirement Plan Sales Consultant @ (January 2026 - June 2026)
- Consultant (February 2024 - January 2026)
- Custom Solutions Sales Director @ (May 2018 - October 2022)
- DC Specialist Northeast Territory @ (June 2011 - January 2017)
- Retirement and Planning Principal @ Family Office Group LLC (October 2008 - June 2011)
- Retirement Wholesaler @ (January 1997 - July 2008)
Matthew Teevan Education
- West Virginia University
BSBA (Finance)
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 Finance @ 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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