AeroLeads people directory · profile

Bill Matyi Jr. Email & Phone Number

Regional Director of Business Development at Ameriprise Financial Services, LLC
Location: Charlotte, North Carolina, United States 7 work roles 1 school
1 work email found @voya.com 1 phone found area 310 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email b****@voya.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Regional Director of Business Development
Location
Charlotte, North Carolina, United States
Company size

Who is Bill Matyi Jr.? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Bill Matyi Jr. is listed as Regional Director of Business Development at Ameriprise Financial Services, LLC, a company with 1099 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at voya.com, phone signal with area code 310, and a matched LinkedIn profile for Bill Matyi Jr..

Bill Matyi Jr. previously worked as Regional Vice President at Voya Investment Management at Voya Investment Management and Director , Senior Business Consultant at Clientwise Llc. Bill Matyi Jr. holds B.S., Finance from St. John'S University.

Company email context

Email format at Ameriprise Financial Services, LLC

This section adds company-level context without repeating Bill Matyi Jr.'s masked contact details.

*@voya.com
68% confidence

AeroLeads found 1 current-domain work email signal for Bill Matyi Jr.. Compare company email patterns before reaching out.

Profile bio

About Bill Matyi Jr.

Working exclusively with financial services professionals, I listen, question, evaluate & coach you in successfully navigating complex choices within your business and marketplace. I share in my client’s success by providing them with a playground for objective thinking and massive breakthrough.

Listed skills include Investments, Financial Advisory, Mutual Funds, Financial Services, and 6 others.

Current workplace

Bill Matyi Jr.'s current company

Company context helps verify the profile and gives searchers a useful next step.

Ameriprise Financial Services, LLC
Ameriprise Financial Services, Llc
Regional Director of Business Development
Charlotte, NC, US
Employees
1099
AeroLeads page
7 roles

Bill Matyi Jr. work experience

A career timeline built from the work history available for this profile.

Regional Vice President At Voya Investment Management

Current

Charlotte, North Carolina, United States

Certified through the International Coach Federation, with over 20 years of experience on both the retail and wholesale side of the financial services industry.

May 2021 - Present

Director , Senior Business Consultant

Charlotte, North Carolina Area

ClientWise is a business consulting and executive coaching firm.

Apr 2019 - Apr 2021

Financial Advisor

Charlotte, Lake Norman, NC

Since 1979 our firm has been helping generations of families and small businesses realize greater financial security and freedom.

Aug 2018 - Apr 2019

Vp, Regional Coordinator

Charlotte, North Carolina Area

Investment consultant within the Independent Broker Dealer, RIA, Bank and Wire House channels.Provide analysis and research within equities, fixed income and alternative investments.Capital​ ​markets​ disposition ​and​ ​macroeconomic​ ​​risk​ ​assessment

Jan 2005 - Jul 2018

Financial Consultant

Managed $115M in assets in callaboration with VP of Investments on Private Client Team. Responsible for generating team-marketing strategies and client referrals. Consulted with retail clients and business owners to address needs and goals, including: personal financial plans, executive stock option strategies, corporate retirement plans and other advisory.

Apr 2003 - Jan 2005

Investment Associate

Implemented and monitored wealth managements plans tailored to the specific needs of individuals and businesses. Made appropriate investement recommendations and helped manage the risks that accompany investing.

Jun 2000 - Apr 2003
Team & coworkers

Colleagues at Ameriprise Financial Services, LLC

Other employees you can reach at voyainvestments.com. View company contacts for 1099 employees →

1 education record

Bill Matyi Jr. education

FAQ

Frequently asked questions about Bill Matyi Jr.

Quick answers generated from the profile data available on this page.

What company does Bill Matyi Jr. work for?

Bill Matyi Jr. works for Ameriprise Financial Services, LLC.

What is Bill Matyi Jr.'s role at Ameriprise Financial Services, LLC?

Bill Matyi Jr. is listed as Regional Director of Business Development at Ameriprise Financial Services, LLC.

What is Bill Matyi Jr.'s email address?

AeroLeads has found 1 work email signal at @voya.com for Bill Matyi Jr. at Ameriprise Financial Services, LLC.

What is Bill Matyi Jr.'s phone number?

AeroLeads has found 1 phone signal(s) with area code 310 for Bill Matyi Jr. at Ameriprise Financial Services, LLC.

Where is Bill Matyi Jr. based?

Bill Matyi Jr. is based in Charlotte, North Carolina, United States while working with Ameriprise Financial Services, LLC.

What companies has Bill Matyi Jr. worked for?

Bill Matyi Jr. has worked for Ameriprise Financial Services, Llc, Voya Investment Management, Clientwise Llc, Fsc Securities, and Pgim Investments.

Who are Bill Matyi Jr.'s colleagues at Ameriprise Financial Services, LLC?

Bill Matyi Jr.'s colleagues at Ameriprise Financial Services, LLC include Imecca Hinds, Barnes Patricia, Mark Brill, Joseph Thomas, Cfa, and Heath Black.

How can I contact Bill Matyi Jr.?

You can use AeroLeads to view verified contact signals for Bill Matyi Jr. at Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.

What schools did Bill Matyi Jr. attend?

Bill Matyi Jr. holds B.S., Finance from St. John'S University.

What skills is Bill Matyi Jr. known for?

Bill Matyi Jr. is listed with skills including Investments, Financial Advisory, Mutual Funds, Financial Services, Investment Strategies, Series 63, Fixed Income, and Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.