Matthew Geltz

Regional Director of Business Development

Matthew Geltz has been a Regional Director of Business Development in Kbkg since 2020. Furthermore, Matthew has an employment history at more than four companies using similar skills. Matthew has a total work experience of three+ years. Matthew Geltz studied at the University of North Texas from 2006 to 2009. Matthew Geltz can be found in Hurst, Texas – where this expert currently lives. You can find this person's actual contacts through our search.
Name variants:
Mathew Geltz, Matthieu Geltz, Matt Geltz, Mat Geltz, Matty Geltz, Mattie Geltz
Last updated Jun 02, 2024

Contact Information

Last Update
Jul 10, 2022
Email
ma**@fidelity.com
Location
Hurst, TX
Company

Workplace

KBKG
Regional Director of Business Development

Pasadena, CA

Industry

Financial Services, Accounting/Auditing/Bookkeeping

Work History

Regional Director of Business Development

225 south Lake Ave SUITE 400, Pasadena, CA 91101
from Sep 2020

Vice President, Defined Contribution Specialist

245 Summer St, Boston, MA 02210
from Jan 2012

Senior Financial Representative

711 High St, Des Moines, IA 50392
Organized sales leads and created system for tracking results. Worked warm and cold leads to drive sales results. Provided excellent customer service in order to build relationships
2011 — 2012

Managed Account Specialist

200 south 108Th Avenue Cir, Omaha, NE 68164
Provided support to internal and external clients.
Oct 2009 — Dec 2011

Education

Occupations

Executive
Director of Business Development
Accountant
Finance and Accounting Specialist
Vice President
Business Development Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive

Skills

Customer Service
Customer Relations
Customer Retention
Sales Support
Retirement Solutions
Retirement Services
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