Matthew Bell Email & Phone Number
Who is Matthew Bell? Overview
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Matthew Bell is listed as Financial Professional at Equitable Advisors, a company with 4200 employees, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Matthew Bell.
Matthew Bell previously worked as Treasury Intern at Orveon Global and Valet Guest Service Associate Manager at Towne Park. Matthew Bell holds Bachelor Of Business Administration - Bba, Finance, Senior from The Ohio State University Fisher College Of Business.
Email format at Equitable Advisors
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About Matthew Bell
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.
Matthew Bell's current company
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Matthew Bell work experience
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Treasury Intern
- 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 Manager
- 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 Manager
- 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-Founder
- 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
Colleagues at Equitable Advisors
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Stuart Valen
Colleague at Equitable AdvisorsPittsburgh, Pennsylvania, United States, United States
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JJ
Jenny Jung
Colleague at Equitable AdvisorsUnited States, United States
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KB
Kathryn Benton, Phd
Colleague at Equitable AdvisorsAtlanta Metropolitan Area, United States
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RM
Ramez M.
Colleague at Equitable AdvisorsNew York, New York, United States, United States
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KR
Kody Rinkevich
Colleague at Equitable AdvisorsErie, Pennsylvania, United States, United States
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AS
Alexis Switzer
Colleague at Equitable AdvisorsAllegany, New York, United States, United States
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JS
Joseph Sacramento, Mfin
Colleague at Equitable AdvisorsGreater Chicago Area, United States
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AM
Andrew Meselson
Colleague at Equitable AdvisorsLos Angeles, California, United States, United States
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SS
Scott Stasik, Cfp®, Chfc®, Ricp®
Colleague at Equitable AdvisorsSaginaw, Michigan, United States, United States
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MR
Michael Rufo
Colleague at Equitable AdvisorsCleveland, Ohio, United States, United States
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Matthew Bell education
Bachelor Of Business Administration - Bba, Finance, Senior
Bachelor Of Business Administration - Bba, Finance, Senior
Education record
Frequently asked questions about Matthew Bell
Quick answers generated from the profile data available on this page.
What company does Matthew Bell work for?
Matthew Bell works for Equitable Advisors.
What is Matthew Bell's role at Equitable Advisors?
Matthew Bell is listed as Financial Professional at Equitable Advisors.
Where is Matthew Bell based?
Matthew Bell is based in Cleveland, Ohio, United States while working with Equitable Advisors.
What companies has Matthew Bell worked for?
Matthew Bell has worked for Equitable Advisors, Orveon Global, Towne Park, Schill Grounds Management, and Restoration Power Washing.
Who are Matthew Bell's colleagues at Equitable Advisors?
Matthew Bell's colleagues at Equitable Advisors include Stuart Valen, Jenny Jung, Kathryn Benton, Phd, Ramez M., and Kody Rinkevich.
How can I contact Matthew Bell?
You can use AeroLeads to view verified contact signals for Matthew Bell at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Matthew Bell attend?
Matthew Bell holds Bachelor Of Business Administration - Bba, Finance, Senior from The Ohio State University Fisher College Of Business.
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