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Matt Wilkinson, CFP®, CIMA®

Matt Wilkinson, CFP®, CIMA®

Investment Management Consultant

Followers of Matt Wilkinson, CFP®, CIMA®1000 followers
location of Matt Wilkinson, CFP®, CIMA®Cincinnati, Ohio, United States

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  • Timeline

  • About me

    VP, Market Leader at Invesco

  • Education

    • Indiana University Bloomington

      -
      Bachelor of Arts (BA) Economics, Political Science

  • Experience

    • FactSet

      Jan 2014 - Jan 2015
      Investment Management Consultant

      Key Accounts - Midwest

    • Invesco US

      Jan 2015 - now

      Great Lakes Division

      • VP, Market Leader

        Jan 2019 - now

      • Senior Regional Sales Consultant

        Jan 2017 - Jan 2019

      • Internal Sales Consultant

        Jan 2015 - Jan 2017

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2021

    • Certified Investment Management Analyst®

      Investments & Wealth Institute