Matthew Ney work email
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Matthew Ney personal email
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I was born and raised in St. Louis, and attended Parkway North High School and Santa Clara University, getting my degree in finance. I enjoy doing things outdoors such as swimming and hiking, but I also enjoy singing and have sung acapella for most of my life.
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Trade Enablement AssistantWells Fargo Sep 2021 - PresentSan Francisco, California, UsManage, allocate, and trade advisory accounts on our PUMA teamActively apply strategies, such as tax harvesting, to better serve high net worth individualsImplement these strategies through dilligent communication throughout all levels of the organization. -
Financial AdvisorEdward Jones Dec 2018 - Aug 2021St. Louis, Mo, UsFinancial Advisor in Bridgeton, Missouri. Most of the families I work with have a couple of different financial goals. I strive to learn what’s most important to my clients, whether that be retirement or a child’s education, and put together a plan that’s going to achieve them. I have a systematic process I use to ensure that those goals are attainable, and that we stay on track over the long term. -
Intern, Public Policy And AdvocacySifma Jun 2017 - Aug 2017New York, N.Y., UsTracked changes in public policy through Congressional Hearings and External ResearchOutreach to members on future potential policy changesIn depth analysis of major economic trends, including but not limited to Brexit, Volcker Rule, Housing Finance Reform, and the Fiduciary Standard -
InternMorrinson Wealth Management Llp Sep 2016 - Dec 2016London, GbEvaluated Organizational Performance and set standards for the upcoming yearPrepared Financial Statements and updated outdated administration data around the officeCreated and sorted information to provide leads for the Marketing Department -
Lifeguard/Swim CoachForest Lake Tennis Club May 2013 - Sep 2015Worked as a Lifeguard at Forest Lake Tennis Club where I learned scheduling, coached children, and helped ensure the office and pool ran smoothly. Later promoted to managerial position where I organized employees and scheduled my coworkers.
Matthew Ney Skills
Matthew Ney Education Details
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Santa Clara University Leavey School Of BusinessGeneral -
Parkway North High SchoolGeneral
Frequently Asked Questions about Matthew Ney
What company does Matthew Ney work for?
Matthew Ney works for Wells Fargo
What is Matthew Ney's role at the current company?
Matthew Ney's current role is Trade Enablement Assistant at Wells Fargo.
What is Matthew Ney's email address?
Matthew Ney's email address is ma****@****rgo.com
What is Matthew Ney's direct phone number?
Matthew Ney's direct phone number is 131495*****
What schools did Matthew Ney attend?
Matthew Ney attended Santa Clara University Leavey School Of Business, Parkway North High School.
What are some of Matthew Ney's interests?
Matthew Ney has interest in Social Services, Economic Empowerment, Politics, Education, Science And Technology, Human Rights.
What skills is Matthew Ney known for?
Matthew Ney has skills like Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Social Media, Powerpoint, Customer Service, Fundraising, Social Networking, Time Management, Management.
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