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Matthew Geltz has extensive experience in sales and business development within financial services. Currently serving as Account Director and Team Lead at KBKG since September 2020, Matthew focuses on delivering tax solutions that enhance client value. Prior to this, Matthew held the position of Vice President and Regional Account Executive at Fidelity Investments from January 2012 to September 2020 and was a Senior Financial Representative at Principal Financial Group for a brief period in 2011. Earlier in career, Matthew worked as a Managed Account Specialist at TD Ameritrade from October 2009 to December 2011. Matthew holds a Bachelor of Business Administration in Finance from the University of North Texas, earned between 2006 and 2009.