Dan Matter Email & Phone Number
Financial Advisor - Senior Vice President @ Commerce Financial Advisors
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Dan Matter Location
- O'Fallon, MO, US
Dan Matter Work
- 2011 -now Financial Advisor - Senior Vice President @
- 2013 -2023 Financial Advisor - Senior Vice President @ Commerce Brokerage Services Inc.
- 2011 -2013 Associate Financial Advisor @
- 2005 -2011 Sr Financial Services Rep @
- 2003 -2005 Personal Banker @
Dan Matter Education
- University of Missouri-Columbia
BS (Consumer & Family Econmics)
1998-2001
Dan Matter Skills
- Financial Analysis
- Series 7
- Investments
- Portfolio Management
- Credit Analysis
- Mutual Funds
- Financial Services
- Financial Modeling
- Customer Service
- Microsoft Excel
- Business Analysis
- Process Improvement
- Outlook
- Budgets
- Microsoft Office
Dan Matter Summary
- Dan Matter, based in O'Fallon, MO, US, is currently a Financial Advisor - Senior Vice President at Commerce Financial Advisors. Dan Matter brings experience from previous roles at Commerce Brokerage Services Inc., Commerce Brokerage Services, Inc., Commerce Bank and US Bank. Dan Matter holds a 1998 - 2001 BS in Consumer & Family Econmics @ University of Missouri-Columbia. With a robust skill set that includes Financial Analysis, Series 7, Investments, Portfolio Management, Credit Analysis and more. Dan Matter has 2 emails and 2 mobile phone numbers on RocketReach.
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