Mathew Gleason
Wealth Management & Financial Services Executive
- Role
- President - Fbl Wealth Management, Llc (Ria) at Farm Bureau Financial Services
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Mathew Gleason
As President of the wealth management entities, I lead all Broker Dealer and Registered…
Experience
President - Fbl Wealth Management, Llc (Ria)
Farm Bureau Financial Services
Aug 2017 — Present
Education
The University of Iowa Tippie College of Business
Bachelor of Business Administration - BBA, Management
2003 — 2004
University of Phoenix
Master of Business Administration - MBA, Business Administration, Management and Operations
2005 — 2007
Missouri Valley College
Associate of Arts - AA, Small Business Management
2001 — 2002
The American College of Financial Services
CLU, Chartered Life Underwriter
2012 — 2013
The American College of Financial Services
RHU, Registered Health Underwriter
2013 — 2014
Skills
- Health Insurance
- Customer Retention
- Pricing Strategy
- Customer Service
- Disability Insurance
- Commercial Insurance
- Direct Sales
- Team Management
- Webinars
- Employee Training
- Profit & Loss Management
- Annuities
- Time Management
- Salesforce.com
- Budgets
- Life Insurance
- Sales Process
- Recruiting
- Training Program Development
- Fixed Annuities
- Budgeting
- Casualty
- Workshop Presenter
- Training Skills
- Insurance Planning
- Training Delivery
- Insurance
- Vendor Management
- Universal Life
- Contract Negotiation
- Employee Hiring
- Management
- Training & Development
- Purchasing
- Mentoring
- Logistics
- Training
- Technical Presentations
- Inventory Management
- Coaching
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