Drew Matzen Email & Phone Number
Senior Investment Analyst | Client Advisor @ Auxano Advisors, LLC
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Drew Matzen Location
- Lynnwood, WA, US
Drew Matzen Work
- 2011 -now Senior Investment Analyst | Client Advisor @
- 2011 -2015 Investment Analyst @
- 2010 -2011 Reporting Analyst @ Laird Norton Wealth Management
- 2008 -2010 Fee Specialist @ Laird Norton Wealth Management
Drew Matzen Education
- Seattle Pacific University
B.A. (Business Finance)
2003-2007
Drew Matzen Skills
- Investments
- Portfolio Management
- Finance
- Financial Modeling
- Asset Allocation
- Financial Analysis
- Alternative Investments
- Wealth Management
- Strategic Financial Planning
- Asset Management
- Financial Services
- Microsoft Office
- Analysis
- Microsoft Excel
- Business Strategy
- Bloomberg
- Process Improvement
- Data Analysis
- Trading
- Due Diligence
Drew Matzen Summary
- Drew Matzen, based in Lynnwood, WA, US, is currently a Senior Investment Analyst | Client Advisor at Auxano Advisors, LLC. Drew Matzen brings experience from previous roles at Auxano Advisors, LLC and Laird Norton Wealth Management. Drew Matzen holds a 2003 - 2007 B.A. in Business Finance @ Seattle Pacific University. With a robust skill set that includes Investments, Portfolio Management, Finance, Financial Modeling, Asset Allocation and more. Drew Matzen has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Auxano Advisors, LLC Employees
Alex Lee
Client Advisor | Partner
Bellevue, WA, US
Brian Hill
CCO, Director of Operations at Auxano Advisors, LLC
Bothell, WA, US
Hanna Chernenko
Client Associate
Kirkland, WA, US
Anam Masih
Associate
Kirkland, WA, US
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