Matthew Medlock
Providing financial strategies for business owners ✓401k Retirement Plans ✓Cash Balance plans
- Role
- Financial Consultant at Tr Financial Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Matthew Medlock
I help businesses administer 401k plans that enhance employee benefits while limiting…
Experience
Financial Consultant
Jan 2019 — Present · Omaha, NE, US
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC.Integrity Wealth is a marketing name for Integrity Alliance, LLC. TR Financial Group is not affiliated with Integrity Wealth.
Education
Creighton University
MBA
2003 — 2005
University of Nebraska-Lincoln
Finance
1992 — 1996
Skills
- Private Equity
- Financial Risk
- Credit
- Financial Modeling
- New Business Development
- Relationship Management
- Executive Management
- Portfolio Management
- Mergers
- Start-Ups
- Loans
- Corporate Finance
- Negotiation
- Business Development
- Wealth Management
- Escrow
- Due Diligence
- Banking
- Strategic Financial Planning
- Finance
- Mergers & Acquisitions
- Entrepreneurship
- Credit Risk
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