Matt Batzel Email & Phone Number
Regional Vice President- Partner @ RWA Wealth Partners
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Matt Batzel Location
- Houston, TX, US
Matt Batzel Work
- Regional Vice President- Partner @ (September 2018 - Present)
- Director @ Polaris Wealth Advisory Group (September 2018 - November 2023)
- Director Wealth Management @ Polaris Greystone Financial Group, LLC (September 2018 - September 2018)
- Director , New Sales @ Periscope Holdings Inc. (January 2017 - September 2018)
- National Branch Manager at TD Ameritrade @ (July 2006 - June 2017)
- Sales Manager @ (January 1995 - January 2006)
Matt Batzel Education
- US Army
- United States Army
Matt Batzel Skills
- Series 7
- Mutual Funds
- Risk Management
- Portfolio Management
- Series 63
- Investments
- Team Building
- Financial Services
- Strategic Planning
- Securities
Matt Batzel Summary
- Matt Batzel, based in Houston, TX, US, is currently a Regional Vice President- Partner at RWA Wealth Partners. Matt Batzel brings experience from previous roles at Polaris Wealth Advisory Group, Polaris Greystone Financial Group, LLC, Periscope Holdings Inc. and TD Ameritrade. Matt Batzel holds a US Army . With a robust skill set that includes Series 7, Mutual Funds, Risk Management, Portfolio Management, Series 63 and more. Matt Batzel has 2 emails and 3 mobile phone numbers on RocketReach.
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