Matteo Curley
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Matteo Curley Email & Phone Number

Client Service Associate at Xcelsior Advisor Partners
Location: Cleveland, Ohio, United States 10 work roles 2 schools
1 work email found @fidelity.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@fidelity.com
LinkedIn Profile matched
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Current company
Role
Client Service Associate
Location
Cleveland, Ohio, United States

Who is Matteo Curley? Overview

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Quick answer

Matteo Curley is listed as Client Service Associate at Xcelsior Advisor Partners, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Matteo Curley.

Matteo Curley previously worked as Client Service Associate at Excelsior Capital Group Llc and Appalachian Trail Thru Hiker at Appalachian Trail Conservancy. Matteo Curley holds Economics / English (Writing) from Depauw University.

Company email context

Email format at Xcelsior Advisor Partners

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{first}.{last}@fidelity.com
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Profile bio

About Matteo Curley

Currently I work at Robert W. Baird as a PWM intern where I complete various tasks for different teams, and learn more about Wealth Management.I started my career at Cutco where I sold over $15,000 in my first summer. I was then promoted to assistant manager where I trained and hired new sales representatives.

Current workplace

Matteo Curley's current company

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Xcelsior Advisor Partners
Xcelsior Advisor Partners
Client Service Associate
Cleveland, OH, US
AeroLeads page
10 roles

Matteo Curley work experience

A career timeline built from the work history available for this profile.

Appalachian Trail Thru Hiker

Starting April 1st, I decided to hike the Appalachian trail which ranges from Georgia to Maine, traversing about 2200 miles. I carried my life with me, including my clothes, food, water, shelter, bed, and all other essential items. It was a time for me to reflect on my life while also pushing my limits to achieve a massive goal that I was thinking about for 7 years.

Apr 2023 - Sep 2023

Assistant Manager

Gallipolis, Ohio, United States

I took on a larger role where I was judged on how well I could maintain growth and promote sales. After leaving I was notified that I was top assistant manager in all of the West Virginia group

Jan 2023 - Feb 2023

Management Assistant

Jackson, Ohio, United States

After passing qualifying tasks I learned more about the business operations while still renting cars and selling our products.

Oct 2022 - Dec 2022

Management Trainee

Jackson, Ohio, United States

I rented cars directly to customers and would try to sell protections to everyone. In success, I was top ten in my position twice and quickly promoted to management assistant.

Mar 2022 - Oct 2022

Financial Representative

Cherry Creek, Colorado, United States

I worked with clients as they walked in to assist them with whatever simple financial questions they needed and directed new clients to meetings with potential advisors.

Jul 2021 - Jan 2022

Associate

Denver, Colorado, United States

Helped stock the shelves and assist customers with anything they needed.

May 2020 - Aug 2020

Private Wealth Management Intern

Chicago, Illinois, United States

I basically assisted with anything and everything that I could from preparations to back office work. I learned everything I could from all corners of the company by meeting with each branch and I ended the internship with a presentation.

May 2019 - Aug 2019

Assistant Manager

Greater Chicago Area

• Sold $15,876 worth of kitchen knives• Sold $10,000 in two weeks• Created a network of clients to sell to• Currently work to recruit new people and train them to be great sales representatives• Our office trying to be best new business office for our company

May 2017 - Dec 2018
2 education records

Matteo Curley education

Economics / English (Writing)

Activities and Societies: • Varsity Football Team

FAQ

Frequently asked questions about Matteo Curley

Quick answers generated from the profile data available on this page.

What company does Matteo Curley work for?

Matteo Curley works for Xcelsior Advisor Partners.

What is Matteo Curley's role at Xcelsior Advisor Partners?

Matteo Curley is listed as Client Service Associate at Xcelsior Advisor Partners.

What is Matteo Curley's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Matteo Curley at Xcelsior Advisor Partners.

Where is Matteo Curley based?

Matteo Curley is based in Cleveland, Ohio, United States while working with Xcelsior Advisor Partners.

What companies has Matteo Curley worked for?

Matteo Curley has worked for Xcelsior Advisor Partners, Excelsior Capital Group Llc, Appalachian Trail Conservancy, Enterprise, and Fidelity Investments.

How can I contact Matteo Curley?

You can use AeroLeads to view verified contact signals for Matteo Curley at Xcelsior Advisor Partners, including work email, phone, and LinkedIn data when available.

What schools did Matteo Curley attend?

Matteo Curley holds Economics / English (Writing) from Depauw University.

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