Matthew Nutter
Perrysburg,OH
Summary
Results-driven professional with deep expertise in financial services, strategic planning, and sales leadership. Strong focus on team collaboration and adapting to changing needs, ensuring seamless execution of initiatives. Known for effective communication, leadership, and problem-solving skills, consistently delivering impactful results. Ready to drive growth and innovation in dynamic environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Market Director of Wealth
JPMorgan Chase
Toledo, OH
07.2024 - Current
- Directed team of financial advisors, both branch-based and independent, to exceed individual and company sales targets.
- Collaborate with cross lines of business to help grow affluent and mass affluent market share in the communities we serve.
- Spearheaded strategic recruitment and development of internal and external talent to enhance sales force capabilities adding four additional advisors to the team and created several partnerships.
SVP - Regional Sales Manager
Huntington Financial Advisors
Toledo, OH
11.2018 - 07.2024
- Oversaw performance of branch-based and independent financial advisors, ensuring alignment with personal and corporate sales goals.
- Worked closely with other lines of business to help generate clients referrals between lines of business to help grow revenue and market share in the communities we served
- Assisted in recruitment and development efforts for internal and external talent to support sales force capabilities. Contributed to a 70% increase in headcount through effective planning and collaboration.
- Regional culture champion with a focus on developing communication channels between colleagues to help in career development and employee feedback to enhance the employee experience.
- Recognized as multi-time Directors Club winner for outstanding sales achievements and impactful contributions to organizational success.
Financial Advisor
Huntington Financial Advisors
Alliance, OH
03.2017 - 11.2018
- Advised clients on investment strategies, aligning portfolios with financial goals.
- Developed personalized financial plans based on individual client needs and objectives.
- Worked closely with branch partners to develop relationships with both new and existing clients to capture wallet share and provide investment advice.
- Recognized with Circle of Excellence for outstanding performance in revenue growth, leveraging financial planning expertise and fostering partner referral relationships.
Financial Advisor
PNC Investments
04.2016 - 02.2017
Financial Advisor
Key Investment Services
Canton, OH
09.2014 - 04.2016
Education
Bachelor of Science - Management
Bowling Green State University
Bowling Green, OH12.2022
Certification
- Series 24
- Series 9 & 10
- Series 53 & 52
- Series 7 & 66
- Life & Health
Timeline
Market Director of Wealth
JPMorgan Chase
07.2024 - Current
SVP - Regional Sales Manager
Huntington Financial Advisors
11.2018 - 07.2024
Financial Advisor
Huntington Financial Advisors
03.2017 - 11.2018
Financial Advisor
PNC Investments
04.2016 - 02.2017
Financial Advisor
Key Investment Services
09.2014 - 04.2016
Bachelor of Science - Management
Bowling Green State University