Matthew Conley

Matthew Conley Email and Phone Number

Operations Coordinator at Colorado Wealth Group @ Colorado Wealth Group
Matthew Conley's Location
Denver, Colorado, United States, United States
Matthew Conley's Contact Details

Matthew Conley work email

Matthew Conley personal email

n/a
About Matthew Conley

Driven by passion, data and personal relationships. Helping clients achieve their life goals, navigate the unknown & plan for the unexpected. University of Cincinnati Alumni. Series 7 and 66 licensed. My personal email is mattconley6@gmail.com if you need to reach out.

Matthew Conley's Current Company Details
Colorado Wealth Group

Colorado Wealth Group

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Operations Coordinator at Colorado Wealth Group
Matthew Conley Work Experience Details
  • Colorado Wealth Group
    Operations Coordinator
    Colorado Wealth Group Apr 2024 - Present
    Denver, Colorado, Us
    Working with a financial planning and investment management team focused on serving and helping clients plan and protect their financial future.
    View
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Nov 2022 - Apr 2024
    New York, Ny, Us
    Help clients invest and plan for big expenses, change of lifestyles and retirement however they see fit. Unlock the keys they need to live the life they envision by a tailored and customized approached based on their unique circumstances.
    View
  • Fidelity Investments
    Workplace Planning Consultant
    Fidelity Investments Jan 2022 - Oct 2022
    Boston, Ma, Us
    Help clients plan and assess their current situation with regards to retirement, 401(k) planning and implementing investments personally tailored to their unique, specific situation.
    View
  • Fidelity Investments
    Workplace Planning Associate
    Fidelity Investments Aug 2021 - Jan 2022
    Boston, Ma, Us
    studying towards certifications S66 & 7 topper
    View
  • Cincinnati Bell
    Financial Reporting Accountant
    Cincinnati Bell Aug 2019 - Dec 2019
    Help with monthly closes, bank reconciliations, quarterly reports and earnings report. Complete other various tasks as assigned.
    View

Matthew Conley Education Details

  • University Of Cincinnati
    University Of Cincinnati
    Certificate In Business Law And Ethics
  • University Of Cincinnati
    University Of Cincinnati
    General
  • University Of Cincinnati Carl H. Lindner College Of Business
    University Of Cincinnati Carl H. Lindner College Of Business
    General

Frequently Asked Questions about Matthew Conley

What company does Matthew Conley work for?

Matthew Conley works for Colorado Wealth Group

What is Matthew Conley's role at the current company?

Matthew Conley's current role is Operations Coordinator at Colorado Wealth Group.

What is Matthew Conley's email address?

Matthew Conley's email address is ma****@****ity.com

What schools did Matthew Conley attend?

Matthew Conley attended University Of Cincinnati, University Of Cincinnati, University Of Cincinnati Carl H. Lindner College Of Business.

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