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Matt Grillo

Matt Grillo

Financial Representative

Followers of Matt Grillo331 followers
location of Matt GrilloDenver, Colorado, United States

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  • Timeline

  • About me

    Director - DPL Financial Partners

  • Education

    • Saint Bonaventure University

      -
      Bachelor's degree Business Administration and Management, General

  • Experience

    • Northwestern Mutual

      May 2006 - Aug 2011
      Financial Representative

    • Jackson National Asset Management, LLC

      Jul 2012 - Jul 2014
      Internal Wholesaler

    • Great-West Financial

      Aug 2014 - May 2022
      Regional Sales Director

    • Charles Schwab

      Aug 2020 - Feb 2023
      RIA Regional Annuity Specialist - Manager

    • RetireOne

      Feb 2023 - Jan 2024
      Key Account Executive / Regional Vice President

      RetireOne provides Registered Investment Advisors (RIAs) and their clients with innovative, turn-key, guaranteed retirement solutions and concierge-level advisor support.RetireOne's partner advisors can broaden their product offerings, thereby growing their business (and book value) by providing their clients with introductions to our open-architecture platform of revolutionary retirement income vehicles.RetireOne provides a wide variety of allocation options and wide investment latitude — allowing RIAs to create and manage customized portfolios for each client's needs. Show less

    • DPL Financial Partners

      Jan 2024 - now
      Director

      Dedicated to empowering financial advisors in transitioning their annuity business to a fee based/fee only model. Specializing in tailored annuity products designed exclusively for independent Registered Investment Advisors (RIA's). Helping to optimize your practice for sustainable growth and client-centric success.

  • Licenses & Certifications

    • Series 63

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)