Matthew Hickes Email & Phone Number
@edelmanfinancialengines.com
1 phone found area 804
LinkedIn matched
Who is Matthew Hickes? Overview
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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.
Email format at Edelman Financial Engines
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AeroLeads found 1 current-domain work email signal for Matthew Hickes. Compare company email patterns before reaching out.
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.
Matthew Hickes's current company
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Matthew Hickes work experience
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Director, Financial Planning
Current
Associate Director, Financial Planning
CurrentWork with clients to build a holistic financial plan and execute accordingly.
Senior Vice President - Investments
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.
Client Services Manager
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
Client Services Representative
*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'
Senior Vice President - Investments & Cco
*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.
Market Associate
Front End Associate/Market Associate
*Ensured customer satisfaction *Direct supervision of courtesy clerks
Colleagues at Edelman Financial Engines
Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →
Gayle Thomas
Colleague at Edelman Financial Engines
Clifton, Virginia, United States, United States
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Brian Leslie, Cfp®
Colleague at Edelman Financial Engines
Omaha Metropolitan Area, United States
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JH
Judy Hurley
Colleague at Edelman Financial Engines
Norfolk, Massachusetts, United States, United States
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JA
Jason Alvarez, Cfp®
Colleague at Edelman Financial Engines
Everett, Massachusetts, United States, United States
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SL
Susan L.
Colleague at Edelman Financial Engines
Bluffton, South Carolina, United States, United States
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BC
Blakely Curtis
Colleague at Edelman Financial Engines
Canton, Georgia, United States, United States
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LK
Luke Knox
Colleague at Edelman Financial Engines
Dallas-Fort Worth Metroplex, United States
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GB
Gary Bussing
Colleague at Edelman Financial Engines
Leawood, Kansas, United States, United States
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BJ
Brian Jensen
Colleague at Edelman Financial Engines
Greater Chicago Area, United States
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LV
Leah Vandygriff
Colleague at Edelman Financial Engines
United States, United States
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Matthew Hickes education
Master Of Business Administration (Mba)
Bachelor Of Arts (B.A.), Political Science
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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