EquiTrust Life Insurance Company
Matthew Allard, CFA has a diverse work experience in the finance and investment industry. Matthew is currently serving as the Vice President, Investments (Real Estate Markets) at EquiTrust Life Insurance Company. Prior to this, they worked as an Associate, Investments (Real Estate Markets) at the same company.
Before joining EquiTrust Life Insurance Company, Matthew worked as an Acquisitions & Asset Management Associate at Highgate Capital Group. Matthew also gained valuable experience as a Real Estate Investments MBA Summer Associate at MetLife Investment Management and as a Pre-MBA Acquisitions Analyst at Magnolia Capital.
Matthew began their professional career at J.P. Morgan, where they held various roles including Vice President, Investment Specialist, Associate, and Analyst in the Private Banking division.
Overall, Matthew Allard, CFA has a strong background in investment and real estate markets, demonstrating their expertise and growth in the industry throughout their career.
Matthew Allard, CFA completed their education at the University of Wisconsin-Madison, where they earned their MBA in Real Estate from 2017 to 2019. Prior to that, they attended Miami University from 2006 to 2010, where they obtained a Bachelor of Science degree in Finance. Matthew completed their high school education at Archbishop Moeller High School from 2002 to 2006, earning their High School Diploma. In addition to their academic achievements, Matthew Allard also obtained the CFA (Chartered Financial Analyst) certification from the CFA Institute in August 2017.
EquiTrust Life Insurance Company
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When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further. We put you first! EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMO’s). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa.