Dan Matola Email & Phone Number
Partner, Senior Relationship Manager, Family Office Services - RMB Jacobus @ RMB Capital
Dan Matola's Location
Milwaukee, WI, US
Dan Matola's Work
- Partner, Senior Relationship Manager, Family Office Services - RMB Jacobus @ RMB Capital
- S.V.P., Senior Wealth Advisor - RMB Jacobus @ RMB Capital
- President and Chief Investment Officer - Jacobus Wealth Management @ RMB Capital
- Chief Investment Officer - Jacobus Wealth Management @ RMB Capital
- Various Positions - Jacobus Wealth Management @ RMB Capital
- Patsy and Paul, Inc. @ President & Treasurer
- Board of Directors and Compensation Committee Member @ GPC Beverage
Dan Matola's Education
- University of Wisconsin-Whitewater
Bachelor of Business Administration (BBA) (Finance)
1998 - 2002 - Brookfield East High School1994 - 1998
Dan Matola's Skills
- Portfolio Management
- Financial Analysis
- Financial Planning
- Financial Services
- Capital Markets
- Asset Allocation
- Investment Advisory
- Investments
- Business Strategy
- Investment Management
Dan Matola's Summary
Dan Matola, based in Milwaukee, WI, US, is currently a Partner, Senior Relationship Manager, Family Office Services - RMB Jacobus at RMB Capital, bringing experience from previous roles at RMB Capital. Dan Matola holds a 1998 - 2002 Bachelor of Business Administration (BBA) in Finance @ University of Wisconsin-Whitewater. With a robust skill set that includes Portfolio Management, Financial Analysis, Financial Planning, Financial Services, Capital Markets and more, Dan Matola contributes valuable insights to the industry. Dan Matola has 3 emails and 1 mobile phone number on RocketReach.
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