Jeff Strittmatter, Ricp ®, AI F®
About Jeff Strittmatter, Ricp ®, AI F®
Jeff Strittmatter is an Associate Regional Director at Russell Investments, with a background in financial advising spanning over a decade. He has held various roles at notable financial institutions, including Regions Bank, Capital One, and Invesco US.
Current Role at Russell Investments
Jeff Strittmatter serves as the Associate Regional Director at Russell Investments. He has held this position since 2021, contributing to the firm's objectives and strategies in the financial services sector. His role involves overseeing regional operations and enhancing client relationships, leveraging his extensive experience in financial advising.
Previous Experience in Financial Services
Prior to his current role, Jeff Strittmatter accumulated significant experience in the financial services industry. He worked at Invesco US as a Senior Retirement Consultant from 2020 to 2021 and as a Regional Retirement Consultant from 2018 to 2020. His earlier positions include serving as Vice President-Financial Advisor at Regions Bank from 2015 to 2018 and as a Financial Advisor at Capital One from 2013 to 2015. He also worked at JPMorgan Chase & Co. as a Licensed Banker from 2010 to 2013.
Education and Professional Certifications
Jeff Strittmatter studied at The American College of Financial Services, where he achieved the Retirement Income Certified Professional (RICP®) designation. This certification reflects his expertise in retirement income planning, enhancing his qualifications in the financial advisory field.
Career Timeline in Houston, Texas Area
Jeff Strittmatter's career in the Houston, Texas area spans over a decade, with various roles in financial advising. He began as a Licensed Banker at JPMorgan Chase & Co. from 2010 to 2013, followed by positions at Capital One and Regions Bank. His tenure at Invesco US further solidified his expertise before joining Russell Investments in 2021.