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Name
Matthew Teevan
Title
Investment Sales Director, Great-West Investments
Bio
Matthew Teevan is an Investment Sales Director for Great-West Investments™. In his role, he is responsible for communications, distribution and sales related to GWI offerings in the core market for the northeast region. He works closely with advisors, consultants and registered investment advisers on complex issues surrounding investments, retirement plan design and longevity for plans and their participants.
Matthew joined GWI in 2018 and has 23 years of experience in the financial services industry. He has also served as the Northeast Defined Contribution Specialist for Russell Investments, and he has held various service and sales roles at Merrill Lynch, where he actively established and developed relationships with advisors and consultants.
Matthew holds a bachelor’s degree in business administration with an emphasis in finance from West Virginia University. He currently maintains FINRA Series 7 securities registration and Series 66 state securities license. Matt is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Plans Specialist™ (CRPS®) and Chartered Retirement Planning Counselor™ (CRPC®) designations from the College for Financial Planning® (CFFP).
Matthew joined GWI in 2018 and has 23 years of experience in the financial services industry. He has also served as the Northeast Defined Contribution Specialist for Russell Investments, and he has held various service and sales roles at Merrill Lynch, where he actively established and developed relationships with advisors and consultants.
Matthew holds a bachelor’s degree in business administration with an emphasis in finance from West Virginia University. He currently maintains FINRA Series 7 securities registration and Series 66 state securities license. Matt is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Retirement Plans Specialist™ (CRPS®) and Chartered Retirement Planning Counselor™ (CRPC®) designations from the College for Financial Planning® (CFFP).
