Matt Petersen

Matt Petersen Email and Phone Number

Financial Consultant @ Charles Schwab
San Francisco
Matt Petersen's Location
Bradenton, Florida, United States, United States
Matt Petersen's Contact Details

Matt Petersen personal email

n/a
About Matt Petersen

Matt Petersen is a Financial Consultant at Charles Schwab. He possess expertise in leadership, microsoft office, management, microsoft word, project management and 6 more skills.

Matt Petersen's Current Company Details
Charles Schwab

Charles Schwab

View
Financial Consultant
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Matt Petersen Work Experience Details
  • Charles Schwab
    Financial Consultant
    Charles Schwab Dec 2023 - Present
    Westlake, Texas, Us
    Assisting high-net worth clients achieve total financial success.
    View
  • Charles Schwab
    Investment Consultant
    Charles Schwab Mar 2023 - Dec 2023
    Westlake, Texas, Us
    View
  • Gabor Financial Solutions
    Financial Advisor
    Gabor Financial Solutions Jul 2022 - Oct 2022
    Tallahassee, Fl, Us
    View
  • Signature Bank
    Junior Advisor
    Signature Bank Apr 2021 - Jan 2022
    New York, Us
    Junior Advisor providing assistance to three high performance Wealth Advisors.
    View
  • Vanguard
    Ultra High Net Worth Client Consultant
    Vanguard Sep 2019 - Mar 2021
    Valley Forge, Pa, Us
    Engaging in investment discussions and assisting clients with $5 million or more in Vanguard assets.
    View
  • Vanguard
    Assigned Representative
    Vanguard Mar 2019 - Sep 2019
    Valley Forge, Pa, Us
    Managing relationships with approximately 2000 high value clients, with portfolios ranging from $1 million to $5 million. Assisting with investment guidance, daily transactions, and clerical adjustments to ensure the clients have the greatest chance at total financial success.
    View
  • Vanguard
    Client Services Specialist (Flagship)
    Vanguard Jun 2017 - Mar 2019
    Valley Forge, Pa, Us
    Engaging in investment discussions, and assisting clients with $1 million or more in Vanguard assets.
    View
  • F.N.B. Corporation
    Teller
    F.N.B. Corporation May 2016 - Aug 2016
    Pittsburgh, Pennsylvania, Us
    View
  • Fort Mcintosh Wealth Advisors
    Intern
    Fort Mcintosh Wealth Advisors May 2015 - Aug 2015
  • Fort Mcintosh Wealth Advisors
    Intern
    Fort Mcintosh Wealth Advisors May 2014 - Aug 2014

Matt Petersen Skills

Leadership Microsoft Office Management Microsoft Word Project Management Powerpoint Research Microsoft Excel Public Speaking Customer Service Microsoft Powerpoint

Matt Petersen Education Details

  • University Of Pittsburgh
    University Of Pittsburgh
    Business Information Systems
  • Penn State University
    Penn State University
    Finance
  • Beaver Area High School
    Beaver Area High School

Frequently Asked Questions about Matt Petersen

What company does Matt Petersen work for?

Matt Petersen works for Charles Schwab

What is Matt Petersen's role at the current company?

Matt Petersen's current role is Financial Consultant.

What is Matt Petersen's email address?

Matt Petersen's email address is mp****@****eny.com

What schools did Matt Petersen attend?

Matt Petersen attended University Of Pittsburgh, Penn State University, Beaver Area High School.

What skills is Matt Petersen known for?

Matt Petersen has skills like Leadership, Microsoft Office, Management, Microsoft Word, Project Management, Powerpoint, Research, Microsoft Excel, Public Speaking, Customer Service, Microsoft Powerpoint.

Who are Matt Petersen's colleagues?

Matt Petersen's colleagues are Phillip Scavo, Cfp®, Mba, Royal Dias, Kalpana Siddhantham, Sharon Jones, Queenie May, Mark Watson, Kyle Schneider.

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