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Matthew Grill

Matthew Grill

Regional Marketing Director/Wholesaler

Followers of Matthew Grill1000 followers
location of Matthew GrillGreater Pittsburgh Region

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  • Timeline

  • About me

    Regional Vice President at Nationwide Financial

  • Education

    • Indiana University of Pennsylvania

      1988 - 1991
      BA Criminology

      Activities and Societies: IUP Baseball

  • Experience

    • The Hartford

      May 1994 - May 2004
      Regional Marketing Director/Wholesaler

      Partner with advisors to help them translate complex financial concepts into actionable ideas that enable their clients to achieve long term savings and retirement income goals.Provide these solutions through a specialist/generalist model, working together to provide a wide range of products and retirement strategies including:Variable Annuities Universal Life with Long Term Care RiderFixed Annuities Variable Universal LifeImmediate Annuities Alternative InvestmentsImmediate Variable Annuities Fee Based AccountsMutual Funds Separately Managed AccountsAdvanced Sales Topics include:Estate Planning and Extended IRA's 72T and Q Distributions Show less

    • Lincoln Financial Distributors

      May 2004 - Feb 2013
      Regional Marketing Director/Wholesaler

      Partner with advisors to help them translate complex financial concepts into actionable ideas that enable their clients to achieve long term savings and retirement income goals.Provide these solutions through a specialist/generalist model, working together to provide a wide range of products and retirement strategies including:Variable Annuities Universal Life with Long Term Care RiderFixed Annuities Variable Universal LifeImmediate Annuities Alternative InvestmentsImmediate Variable Annuities Fee Based AccountsMutual Funds Separately Managed AccountsAdvanced Sales Topics include:Estate Planning and Extended IRA's 72T and Q Distributions Show less

    • Nationwide Financial

      Feb 2013 - now
      Regional Vice President

      Partner with advisors to help them translate complex financial concepts into actionable ideas that enable their clients to achieve long term savings and retirement income goals.Provide these solutions through a specialist/generalist model, working together to provide a wide range of products and retirement strategies including:Variable Annuities Universal Life with Long Term Care RiderFixed Annuities Variable Universal LifeImmediate Annuities Alternative InvestmentsImmediate Variable Annuities Fee Based AccountsMutual Funds Separately Managed AccountsAdvanced Sales Topics include:Estate Planning and Extended IRA's 72T and Q Distributions“Endorsements and recommendations received from my Connections were not solicited and they did not receive any form of compensation Show less

  • Licenses & Certifications