Todd Mattingly
LPL Financial Advisor at Citizens National Bank of Cheboygan- Claim this Profile
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Bio
Credentials
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FINRA Representative Securities License
FINRA -
Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
State of Michigan
Experience
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Citizens National Bank of Cheboygan
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United States
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Banking
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1 - 100 Employee
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LPL Financial Advisor
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Nov 2022 - Present
At CNB, we strive to meet the needs of our community, weather you are saving for retirement, working on your estate plan, selling a business or anything in between, through my years of experience I am uniquely qualified to discuss your concerns and develop strategies customized for your situation. The only thing we overlook is the Bay, come see for your self and make an appointment today. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens National Bank and CNB Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using CNB Financial Services and may also be employees of Citizens National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Citizens National Bank or CNB Financial Services. Securities and insurance offered through LPL or its affiliates are: Securities and insurance offered through LPL or its affiliates are: • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed • Not Bank Deposits or Obligations • May Lose Value Show less
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Financial Search Group div of PMP Corporation
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Executive Recruiter
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May 2021 - Nov 2022
Financial Search Group assists in recruiting High Level Accounting and Finance Professionals in the manufacturing sector. We identify, evaluate and place those accountants and finance individuals who stand out from their peers. Financial Search Group markets the services of our organization to Chief Financial Officers and Controllers within the United States. Our services include recruiting financial professionals on a contingency or retainer basis. Our dedication to the industry is demonstrated by the quality of our applicants and clients. Show less
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Boyne Mountain Resort
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United States
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Hospitality
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100 - 200 Employee
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Inventory Control Manager
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Mar 2018 - Apr 2021
Oversight of $4,000,000 in annual food and beverage purchases.Created Order Fulfillment System and Inventory Tracking SystemPerformed Monthly Inventory Count and Reconciled all transfers of productOversight of special events and responsible for daily stocking of 10 resort food and beverage locations
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Village Manager, Food & Beverage Leadership Team
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Mar 2013 - Mar 2018
Managed all aspects of 2 retail locations and 2 food and beverage locationsResponsible for staffing, purchasing, inventory, training, and combined revenues of over $1,000,000 annuallyProject Management of several off season enhancements to the food and beverage team. Predictive Index training, Business and Marketing Plan for Village, Team Building Exercises, Sky Bridge in Gatlinburg, TN.Graduate of Servant Leadership Course offered through Jim Hunter
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GLP
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Transportation, Logistics, Supply Chain and Storage
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1 - 100 Employee
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Retirement Specialist
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May 2012 - Feb 2013
Providing financial consultation to educators with 403(b) retirement plans as an approved provider in 4 school districts Providing financial consultation to educators with 403(b) retirement plans as an approved provider in 4 school districts
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Citizens Bank, now part of FirstMerit Bank, N.A.
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United States
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Banking
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200 - 300 Employee
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Financial Services Consultant
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Jul 2004 - Apr 2012
Provided Investment Services for Bank Clientele Managed $15,000,000 in Assets and provided financial services oversight for 6 branch offices Catered investment portfolios to individual investor needs utilizing stocks, bonds, mutual funds, variable annuities, fixed annuities, and third party managed accounts Provided continuous training to staff and hosted investment workshops for bank clientele Provided Investment Services for Bank Clientele Managed $15,000,000 in Assets and provided financial services oversight for 6 branch offices Catered investment portfolios to individual investor needs utilizing stocks, bonds, mutual funds, variable annuities, fixed annuities, and third party managed accounts Provided continuous training to staff and hosted investment workshops for bank clientele
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Education
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1987 - 1992
Michigan State University
Bachelor of Science - BS, Accounting and Finance
Community
