Mathew Lepak Email & Phone Number
Financial Advisor @ Flaharty Asset Management, LLC
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Mathew Lepak Location
- Florida, United States
Mathew Lepak Work
- 2020 -now Financial Advisor @
- 2017 -2020 President and Financial Consultant @ My Friend In Finance, LLC
- 2016 -2016 VP of Investment Services @ Doyle Wealth Management, Inc.
- 2014 -2015 VP Marketing and Sales @
- 2012 -2014 Vice President and Financial Consultant @
- 2008 -2011 Business Development Officer @
- 2007 -2008 Branch Manager @
- 1995 -2006 Branch Manager @
Mathew Lepak Education
- Kent State University
(Business Administration and Management, General)
1990-1993
Mathew Lepak Skills
- Small Group Presentations
- Sales Management
- Investment Advisory
- Portfolio Management
- Wealth Management
- Series 65
- Mutual Funds
- Marketing
- Series 7
- Financial Planning
- Investments
- Retirement Planning
- Financial Advisory
- Financial Services
- Business Development
- Management
- Customer Service
- Securities
- Asset Management
- Financial Analysis
- Small Group
- Equities
- Financial Risk
- Investment Management
- Asset Allocation
Mathew Lepak Summary
- Mathew Lepak, based in Florida, United States, is currently a Financial Advisor at Flaharty Asset Management, LLC. Mathew Lepak brings experience from previous roles at My Friend In Finance, LLC, Doyle Wealth Management, Inc., National Investment Services, Inc. and Charles Schwab. Mathew Lepak holds a 1990 - 1993 Kent State University. With a robust skill set that includes Small Group Presentations, Sales Management, Investment Advisory, Portfolio Management, Wealth Management and more. Mathew Lepak has 2 emails and 2 mobile phone numbers on RocketReach.
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