Bryan Mathie Email & Phone Number
Vice President, Financial Advisor @ PNC Wealth Management LLC
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Bryan Mathie Location
- Pittsburgh, PA, US
Bryan Mathie Work
- 2019 -now Vice President, Financial Advisor @
- 2016 -2019 Vice President, Senior Manager Product Management @
- 2011 -2016 Senior Manager, Sales Strategy @
- 2009 -2011 Product Consultant @
- 2008 -2008 Vice President Regional Manager @
- 2007 -2007 Financial Advisor @ The Mosaic Financial Group, LLC.
- 2000 -2007 Vice President RIA and Institutional Services @
Bryan Mathie Education
- DePaul University
(CFP Program)
2007-2009 - The Wharton School
CIMA (Finance)
2006-2007 - Illinois State University
B.S. (Biology Club, R.A.)
1987-1991 - Rymarov Gymnazium
Bryan Mathie Skills
- Financial Analysis
- Project Management
- Microsoft Excel
- Microsoft Office
- Customer Relationship Management Crm
- Strategy
- Series 63
- Selling Skills
- Securities Regulation
- Retirement Planning
- Marine Mammals
- Portfolio Management
- Investments
- Finance
- Series 66
- Asset Allocation
- Product Design
- Asset Managment
- Financial Services
- Wealth Management
- Mutual Funds
- Uniform Combined State Law
- Asset Management
- Sales Skills Training
- Series 24
- Business Strategy
- Product Development
- Risk
- Strategy Development
- CRM
- Series 7
- Securities
- Customer Relationship Management
Bryan Mathie Summary
- Bryan Mathie, based in Pittsburgh, PA, US, is currently a Vice President, Financial Advisor at PNC Wealth Management LLC. Bryan Mathie brings experience from previous roles at PNC, TD Ameritrade and Managers Investment Group. Bryan Mathie holds a 2007 - 2009 DePaul University. With a robust skill set that includes Financial Analysis, Project Management, Microsoft Excel, Microsoft Office, Customer Relationship Management Crm and more. Bryan Mathie has 1 emails and 1 mobile phone numbers on RocketReach.
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