2010 -2015 Investment Representative and Financial Specialist @
2007 -2010 Sales and Service Specialist @
Joel Matos Education
Suffolk University - Sawyer Business School
BSBA (Banking, Corporate, Finance, and Securities Law)
Suffolk University
Bachelor’s Degree (Bachelor of Science, Business Administration, Finance)
Joel Matos Skills
Leadership
Series 63
Social Media
Banking
Bilingual English/Spanish
Retirement Planning
Sales
Manage Client Relationships
Investments
Relationship Management
Series 6
Finance
Financial Services
Sales Management
Wealth Management
Microsoft Office
Risk Management
Credit
Consumer Lending
Customer Service
Financial Analysis
Real Estate Investor
Project Management
Retail Banking
Life and Health Insurance Licenses
Consumer Financing
Loans
CRM
Analysis
Joel Matos Summary
Joel Matos, based in Boston, MA, US, is currently a Branch Manager at Digital Federal Credit Union. Joel Matos brings experience from previous roles at Digital Federal Credit Union, Mission Federal Credit Union and JMM Properties LLC. Joel Matos holds a BSBA in Banking, Corporate, Finance, and Securities Law @ Suffolk University - Sawyer Business School. With a robust skill set that includes Leadership, Series 63, Social Media, Banking, Bilingual English/Spanish and more. Joel Matos has 4 emails and 2 mobile phone numbers on RocketReach.
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