Financial Planning Specialist @ Snow Creek Wealth Management (July 2011 - July 2012)
Fixed Annuity Intern @ (June 2010 - August 2010)
Associate Investment Analyst @ (October 2009 - June 2010)
Financial Planning Specialist @ (July 2009 - October 2009)
Records Clerk Manager @ Tom Green County District Attorney (May 2005 - December 2007)
Matt Bader Education
Texas Tech University
Master Of Science
2008-2010
Angelo State
Bachelor Of Arts (Government)
2002-2007
Matt Bader Skills
Wealth Management
Personal Financial Planning
Holistic Financial Planning
Lifestyle Planning
Investment Management
Asset Allocation
Wealth Preservation Planning
College Funding Strategies
College Savings Plans
Risk Management
Wealth Management Services
Asset Management
Investments
Financial Planning
Portfolio Management
Retirement Planning
Matt Bader Summary
Matt Bader, based in Nashville, TN, US, is currently a Financial Planner at Trustcore Financial. Matt Bader brings experience from previous roles at Envision Wealth Planning, Snow Creek Wealth Management, Summit Alliance Companies and United Capital Financial Advisers, LLC. Matt Bader holds a 2008 - 2010 Master Of Science @ Texas Tech University. With a robust skill set that includes Wealth Management, Personal Financial Planning, Holistic Financial Planning, Lifestyle Planning, Investment Management and more. Matt Bader has 2 emails and 1 mobile phone numbers on RocketReach.
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