Matthew Hickes
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Matthew Hickes Email & Phone Number

Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines
Location: United States, United States, United States 9 work roles 2 schools
1 work email found @edelmanfinancialengines.com 1 phone found area 804 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@edelmanfinancialengines.com
Direct phone (804) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Executive Director, Financial Planning at Edelman Financial Engines
Location
United States, United States, United States
Company size

Who is Matthew Hickes? Overview

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Quick answer

Matthew Hickes is listed as Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines, a company with 1029 employees, based in United States, United States, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 804, and a matched LinkedIn profile for Matthew Hickes.

Matthew Hickes previously worked as Executive Director, Financial Planning at Edelman Financial Engines and Director, Financial Planning at Edelman Financial Engines. Matthew Hickes holds Master Of Business Administration (Mba) from Virginia Tech.

Company email context

Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Matthew Hickes. Compare company email patterns before reaching out.

Profile bio

About Matthew Hickes

*Provide financial planning and investment management services to clients in the Washington DC area. Securities Licenses: Series 7, Series 63, Series 65Virginia Life, Health and Annuities Insurance LicensedProfessional Designations: Chartered Mutual Fund Counselor (CMFC®)Contact me at: matt.hickes@gmail.com

Listed skills include Financial Planning.

Current workplace

Matthew Hickes's current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Executive Director, Financial Planning at Edelman Financial Engines
sunnyvale, california, united states
Employees
1029
AeroLeads page
9 roles

Matthew Hickes work experience

A career timeline built from the work history available for this profile.

Associate Director, Financial Planning

Current

Fairfax, VA

Work with clients to build a holistic financial plan and execute accordingly.

Jul 2013 - Present

Senior Vice President - Investments

The Mutual Fund Store

Vienna, VA

Provide investment management utilizing no-load and load-waived mutual funds to more than 250 clients in the Washington DC area. Design, present, implement and monitor investment portfolios for The Mutual Fund Store clients.

Jun 2009 - Jul 2013

Client Services Manager

The Mutual Fund Store

Provide clerical and support to two advisors in the DC office as well as assistance to more than 400 clients of The Mutual Fund Store's Washington DC location. Place trades, prepare forms, answer both prospect inquiries and current client questions

Sep 2006 - Jun 2009

Client Services Representative

The Mutual Fund Store

*Conducted extensive trading of mutual funds with all trading approved by Managing Partner*Built investment plans accordingly with clients/prospective client's answers to DNA Analysis'

Sep 2006 - Jun 2009

Senior Vice President - Investments & Cco

The Mutual Fund Store, Tmfs National Llc

*Oversee, monitor, and provide compliance efforts for the Washington DC location *Design, present, implement and monitor investment portfolios for clients of The Mutual Fund Store *Currently manages greater than $100 million in total assets *Extensive work with clients to establish expectations and then work to meet or exceed them *Have obtained Chartered.

Jun 2009 - Jul 2013

Market Associate

Sep 2004 - May 2006

Front End Associate/Market Associate

Ukrops Supermarket, Inc

*Ensured customer satisfaction *Direct supervision of courtesy clerks

Nov 1999 - Jan 2004
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

2 education records

Matthew Hickes education

Master Of Business Administration (Mba)

Virginia Tech
FAQ

Frequently asked questions about Matthew Hickes

Quick answers generated from the profile data available on this page.

What company does Matthew Hickes work for?

Matthew Hickes works for Edelman Financial Engines.

What is Matthew Hickes's role at Edelman Financial Engines?

Matthew Hickes is listed as Executive Director, Financial Planning at Edelman Financial Engines at Edelman Financial Engines.

What is Matthew Hickes's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Matthew Hickes at Edelman Financial Engines.

What is Matthew Hickes's phone number?

AeroLeads has found 1 phone signal(s) with area code 804 for Matthew Hickes at Edelman Financial Engines.

Where is Matthew Hickes based?

Matthew Hickes is based in United States, United States, United States while working with Edelman Financial Engines.

What companies has Matthew Hickes worked for?

Matthew Hickes has worked for Edelman Financial Engines, Edelman Financial Services, The Mutual Fund Store, The Mutual Fund Store, Tmfs National Llc, and Food Lion.

Who are Matthew Hickes's colleagues at Edelman Financial Engines?

Matthew Hickes's colleagues at Edelman Financial Engines include Gayle Thomas, Brian Leslie, Cfp®, Judy Hurley, Jason Alvarez, Cfp®, and Susan L..

How can I contact Matthew Hickes?

You can use AeroLeads to view verified contact signals for Matthew Hickes at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Matthew Hickes attend?

Matthew Hickes holds Master Of Business Administration (Mba) from Virginia Tech.

What skills is Matthew Hickes known for?

Matthew Hickes is listed with skills including Financial Planning.

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