Matt Rush
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Matt Rush Email & Phone Number

Investment Advisor at Jaffe Tilchin Wealth Management
Location: Valrico, Florida, United States 4 work roles 1 school
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Role
Investment Advisor
Location
Valrico, Florida, United States
Company size

Who is Matt Rush? Overview

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Quick answer

Matt Rush is listed as Investment Advisor at Jaffe Tilchin Wealth Management, a company with 44 employees, based in Valrico, Florida, United States. AeroLeads shows a matched LinkedIn profile for Matt Rush.

Matt Rush previously worked as Associate at Excalibur Financial Group and Financial Planning Analyst at Equinix. Matt Rush holds Bachelor'S Degree, Finance, General from University Of South Florida.

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Jaffe Tilchin Wealth Management

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Profile bio

About Matt Rush

Matt Rush is a Investment Advisor at Jaffe Tilchin Wealth Management.

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Matt Rush's current company

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Jaffe Tilchin Wealth Management
Jaffe Tilchin Wealth Management
Investment Advisor
tampa, florida, united states
Employees
44
AeroLeads page
4 roles

Matt Rush work experience

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Investment Advisor

Current

Tampa, Florida, United States

Jaffe Tilchin Wealth Management, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. We provide Investment Services to over 600 private clients that include individuals, institutions, and corporations.

Aug 2020 - Present

Associate

Excalibur Financial Group

Tampa/St. Petersburg, Florida Area

For over 31 years, Excalibur Financial Group has been committed to service, innovation and superior plan designs that have made us one of the nation’s largest independently held benefit companies in the United States. Excalibur Financial Group is a full-service Employee Benefits and Human Capital consulting firm known for cutting edge concepts coupled with.

Jan 2019 - Aug 2020

Financial Planning Analyst

Tampa, Florida

  • Build complex models for senior management to visualize trends in revenue
  • Analyze large data sets using Hyperion and Ad Hoc Analysis to track customers billings, churn, re-rates for the past quarters
  • Established and maintaining a database consisting of various M&A contracts that our team used to manage into termination and evaluate risks
  • Assist in the tracking of a recent M&A portfolio, which helped our team identify future revenue decreases
May 2018 - Aug 2018

Global Wealth Management

Pittsburgh, PA

Jun 2017 - Aug 2017
Team & coworkers

Colleagues at Jaffe Tilchin Wealth Management

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1 education record

Matt Rush education

FAQ

Frequently asked questions about Matt Rush

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What company does Matt Rush work for?

Matt Rush works for Jaffe Tilchin Wealth Management.

What is Matt Rush's role at Jaffe Tilchin Wealth Management?

Matt Rush is listed as Investment Advisor at Jaffe Tilchin Wealth Management.

Where is Matt Rush based?

Matt Rush is based in Valrico, Florida, United States while working with Jaffe Tilchin Wealth Management.

What companies has Matt Rush worked for?

Matt Rush has worked for Jaffe Tilchin Wealth Management, Excalibur Financial Group, Equinix, and Merrill Lynch.

Who are Matt Rush's colleagues at Jaffe Tilchin Wealth Management?

Matt Rush's colleagues at Jaffe Tilchin Wealth Management include Amanda Tilchin, Cheryl Chase Brown, Brett Witkowski, Cfp®, Larry Rowe, and Miranda Gutierrez.

How can I contact Matt Rush?

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What schools did Matt Rush attend?

Matt Rush holds Bachelor'S Degree, Finance, General from University Of South Florida.

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