Matthew Bell Email and Phone Number
Matthew Bell joined Equitable Advisors, LLC in 2024 after graduating from Ohio State University with a degree in Finance and currently holds his Ohio Life and Health License and FINRA Series 7 & 66 Registrations.As a Financial Advisor, Matt is passionate about helping people develop their own personalized financial strategy plans. His supportive approach can help you make well-informed decisions about your financial future. Matt is excited to work in the Retirement Benefits Group to assist them in working towards their financial goals. Originally from Bay Village, Ohio Matt now resides in Cleveland, Ohio and enjoys Cleveland sporting events, golf, and running. In addition, he is active in his community and is a member of St. Raphael Parish.
Equitable Advisors
View- Website:
- equitable.com
- Employees:
- 4200
-
Financial ProfessionalEquitable AdvisorsCleveland, Oh, Us -
Treasury InternOrveon Global Jun 2023 - Oct 2023Columbus, Ohio, United States• Proficiently managed a Daily Cash Position Report, diligently monitoring the daily influx and outflow of business cash within the United States, Canada, and the U.K.• Contributed to the development of financial models and forecasts, enhancing accuracy in predicting future cash needs• Assisted in the management of baking relationships, including account reconciliations and communication with financial institutions.• Regularly providing financial reports, ensuring adequate liquidity for working capital needs and managing short-term excess cash -
Valet Guest Service Associate ManagerTowne Park May 2021 - May 2022Michigan, United States• Demonstrate exceptional hospitality services to guests in an attentive, friendly, and efficient, manner while parking and retrieving guest vehicles• Responsible for managing an overnight staff of 10 people and settling any car incidents that occur• Communicated with over 250 people daily, providing instructions on the use of all equipment, driving directions, site directions, accurate information, and assistance regarding the location -
Property Account ManagerSchill Grounds Management Aug 2019 - May 2021Cleveland, Ohio, United States• Coordinated client meetings and site walk-through, upselling present opportunities for enhancements, and ensuring landscape maintenance operations meet quality and safety standards.• I operated as a hands-on leader of 4 crew members who together performed quality landscaping services for our customers in a safe and efficient manner• Services included but were not limited to mowing, edging, bed and pavement weed control and fall cleanup -
Co-FounderRestoration Power Washing May 2018 - May 2020Cleveland, Ohio, United States• Co-developed a customer-service oriented pressure washing company composed of 5 team members. Identified project requirements such as time, labor, and material costs to discuss with clients. • Trained 4 apprentices in safely and efficiently handling and operating pressure washing equipment
Matthew Bell Education Details
Frequently Asked Questions about Matthew Bell
What company does Matthew Bell work for?
Matthew Bell works for Equitable Advisors
What is Matthew Bell's role at the current company?
Matthew Bell's current role is Financial Professional.
What schools did Matthew Bell attend?
Matthew Bell attended The Ohio State University Fisher College Of Business, The Ohio State University, Saint Ignatius High School.
Who are Matthew Bell's colleagues?
Matthew Bell's colleagues are Erin Harrington, Steven Knapp, Barbara Cronin, Frank Gutierrez, Ryan Radonich, Samuel Sager, Nelson Fernandez.
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Matthew Bell
Charleston, South Carolina Metropolitan Area4shutterstock.com, shutterstock.com, gmail.com, brewdrop.com3 +134781XXXXX
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Columbus, Oh2tailoredmanagement.com, pridenow.com2 +161485XXXXX
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Kansas City, Mo -
Matthew Bell
Dallas, Tx2milliken.com, bain.com
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