Matthew Snively
- Role
- Senior Vice President at Elements Financial
- Location
- Carmel, IN, US
- LinkedIn followers
- 500 followers
About Matthew Snively
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member…
Experience
Senior Vice President
Aug 2006 — Present
Established in 1930, the Elements Financial Federal Credit Union is one of the largest credit unions in the United States with over members and approximately $2 billion in assets. We offer a full range of personalized financial services to individuals including depository accounts and lending. Areas of accountability have included Sales, Marketing, Business Development, and Strategic Projects.
Skills
- Sales
- Asset Allocation
- Investment Strategies
- Series 63
- Consumer Lending
- Wealth
- Leadership
- Fixed Annuities
- Asset Management
- Finra
- Finance
- Executive Management
- Financial Planning
- Securities
- Risk Management
- Series 7
- Retirement Planning
- Mortgage Lending
- Wealth Management Services
- Program Management
- Credit Unions
- Wealth Management
- Insurance
- Loans
- Business Planning
- Investment Advisory
- Business Development
- Team Building
- Management
- Investments
- Relationship Management
- Financial Advisory
- Strategic Financial Planning
- Strategy
- Portfolio Management
- Retirement
- Banking
- Series 24
- Mutual Funds
- Financial Analysis
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