Jorie Matheson
Vice President - Mergers & Acquisitions
- Role
- Vice President Mergers & Acquisitions at Leavitt Group
- Location
- Cedar City, UT, US
- LinkedIn followers
- 500 followers
About Jorie Matheson
As Vice President of Affiliations at Leavitt Group, I am a part of the end-to-end process for agencies joining our Leavitt Group family. Whether you are looking for a true partnership to elevate and grow your business or desire to retire and leave your clients and employees in good hands, I’d love to chat about all the options the Leavitt Group can offer you and your agency. The most rewarding part of my role is meeting and developing relationships with potential partners and industry leaders.Once you’ve decided this may be the path for you, my team of Integration Managers is passionate about ensuring your journey of onboarding with the Leavitt Group goes as comfortably and timely as possible.Outside of work, I married my high school sweetheart, and we now have three children, a golden doodle, and a colony of honeybees. You can find my little family trail riding in the mountains & deserts of Utah, camping in the camper trailer we restored, or spending a day on the lake fishing.My husband and I enjoy traveling, going to football & hockey games, taking the kids to Disneyland, and spending time in the garden. I love trying and learning new skills as well as helping my young kids find their talents.I received a Bachelor of Finance from Southern Utah University and earned my Project Management Professional (PMP) Certification from the Project Management Institute (PMI).My career began in Las Vegas working in corporate finance for the world’s largest casino company. As time went on, and my personal situation evolved, I now value working for a company with a strong family culture and a focus on balancing all the different priorities I have.
Experience
Vice President Mergers & Acquisitions
Jan 2025 — Present
Education
Southern Utah University
Bachelor of Science (B.S.), Finance
2008 — 2012
Skills
- Management
- Team Building
- Financial Reporting
- Accounting
- Resorts
- Financial Analysis
- Leadership
- Budgets
- Customer Service
- Accounts Payable
- Forecasting
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Hospitality
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.