Barbara Matheson's Location
Walnut Creek, California, United States
Barbara Matheson's Work
- Wealth Advisor @ Destination Wealth Management
- Senior Financial Consultant @ TD Ameritrade
- Regional Sales Consultant, Financial Services @ TriNet
- Vice President, 401k Wholesaler @ Fidelity Investments
Barbara Matheson's Education
- California State University - Fullerton
Bachelors (Finance)
Barbara Matheson's Skills
- Leadership
- Consulting
- Fixed Annuities
- Retirement Planning
- Sales
- Start Ups
- Investments
- Relationship Management
- Business Development
- Business Analysis
Barbara Matheson's Summary
Barbara Matheson, based in Walnut Creek, California, United States, is currently a Wealth Advisor at Destination Wealth Management, bringing experience from previous roles at Td Ameritrade, Trinet and Fidelity Investments. Barbara Matheson holds a Bachelors in Finance @ California State University - Fullerton. With a robust skill set that includes Leadership, Consulting, Fixed Annuities, Retirement Planning, Sales and more, Barbara Matheson contributes valuable insights to the industry. Barbara Matheson has 1 email and 1 mobile phone number on RocketReach.
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