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 Wealth Advisory Group (September 2018 - September 2018)
- 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 and Periscope Holdings Inc.. 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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