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Matt Maxey Email & Phone Number
Analyst, Operations and Risk Management
at
Wilshire
1 work email found
@edwardjones.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Analyst, Operations and Risk Management
Location
San Juan Capistrano, California, United States
Who is Matt Maxey? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Matt Maxey is listed as Analyst, Operations and Risk Management at Wilshire, based in San Juan Capistrano, California, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Matt Maxey.
Matt Maxey previously worked as Analyst, Operations & Risk Management at Wilshire and Branch Office Administrator at Edward Jones. Matt Maxey holds Financial Mathematics And Statistics from University Of California, Santa Barbara.
Company email context
Email format at Wilshire
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{first}.{last}@edwardjones.com
86% confidence
AeroLeads found 1 current-domain work email signal for Matt Maxey. Compare company email patterns before reaching out.
Profile bio
About Matt Maxey
Matt Maxey is a Analyst, Operations and Risk Management at Wilshire.
Current workplace
Matt Maxey's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Matt Maxey work experience
A career timeline built from the work history available for this profile.
Analyst, Operations & Risk Management
Current
Sep 2021 - Present
Branch Office Administrator
- Delivered excellent client service to maintain our Client Experience Index (CEI) of 465, which is within the top 10% CEI scores in the firm.- Calculated and maintained clients' systematic withdrawals from their accounts to ensure their withdrawal did not exceed a certain threshold, with financial advisors approval.- Processed trades as instructed by financial advisor- Processed rollovers and transfers from other institutions.- Responsible for processing all Estates.- Collected and inputted all client data to prepare retirement reports for my Financial Advisor.- Worked closely with annuity and insurance companies to get quotes and the application process for clients.- Trained three other Office Administrators
Jan 2018 - Sep 2021
Bookkeeper
Apr 2018 - Sep 2018
Sales Representative
- Marketed and sold $7k of product within my first two weeks for my "$10k push" goal.
Jun 2012 - Sep 2012
1 education record
Matt Maxey education
FAQ
Frequently asked questions about Matt Maxey
Quick answers generated from the profile data available on this page.
What company does Matt Maxey work for?
Matt Maxey works for Wilshire.
What is Matt Maxey's role at Wilshire?
Matt Maxey is listed as Analyst, Operations and Risk Management at Wilshire.
What is Matt Maxey's email address?
AeroLeads has found 1 work email signal at @edwardjones.com for Matt Maxey at Wilshire.
Where is Matt Maxey based?
Matt Maxey is based in San Juan Capistrano, California, United States while working with Wilshire.
What companies has Matt Maxey worked for?
Matt Maxey has worked for Wilshire, Edward Jones, Alynn Schmitt Mcmanus, Msw, Lcsw, and Vector Marketing.
How can I contact Matt Maxey?
You can use AeroLeads to view verified contact signals for Matt Maxey at Wilshire, including work email, phone, and LinkedIn data when available.
What schools did Matt Maxey attend?
Matt Maxey holds Financial Mathematics And Statistics from University Of California, Santa Barbara.
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