Bob Matthews Email & Phone Number
Co-Founder, Dad
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Bob Matthews Location
- New York, NY, US
Bob Matthews Work
- 2023 -now Corporate Advisor @ The Kinnect Company
- 2022 -now Corporate Advisor at Kernls @
- 2022 -now Corporate Advisor @
- 2022 -now Managing Member @ RSM Advisory LLC
- 2021 -now Strategic Advisor @
- 2003 -now Co-Founder, Dad @ Tay-bandz
- 2010 -2019 Chief Executive Officer @ Fieldpoint Private
- 2009 -2010 Executive Advisor @ Aquiline Capital Partners
- 2006 -2008 Director of Global Wealth Advisory Services @ Citigroup Global Wealth Management
- 2004 -2006 Director of Wealth Management @ Citi Smith Barney
- 1983 -2004 Financial Advisor, Assistant Branch Manager, Branch Manager, Regional Manager, Divisional Manager @
Bob Matthews Education
- Franklin & Marshall College
AB (Engilsh/Economics)
1977-1981
Bob Matthews Skills
- Financial Services
- Loans
- Investments
- Wealth Management
- Strategic Financial Planning
- Hedge Funds
- Wealth Management Services
- Private Equity
- Private Banking
- Branch Banking
- Wealth
- Finance
- Retirement Planning
- Series 63
- Capital
- Series 7
- Financial Advisory
- Fixed Income
- Portfolio Management
- Alternative Investments
- Financial Analysis
- Investment Advisory
- Financial Modeling
- Management
- Capital Markets
- Financial Planning
- Asset Allocation
- Equities
- Mutual Funds
- Securities
- Leadership
- Investment Banking
- Asset Management
- Family Office
- Sales
- Business Development
- Services
- Credit
- Microsoft Excel
Bob Matthews Summary
- Bob Matthews, based in New York, NY, US, is currently a Co-Founder, Dad at Tay-bandz. Bob Matthews brings experience from previous roles at The Kinnect Company, Kernls and RSM Advisory LLC. Bob Matthews holds a 1977 - 1981 AB in Engilsh/Economics @ Franklin & Marshall College. With a robust skill set that includes Financial Services, Loans, Investments, Wealth Management, Strategic Financial Planning and more. Bob Matthews has 1 emails and 3 mobile phone numbers on RocketReach.
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