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
- 2018 -now Regional Vice President- Partner @
- 2018 -2023 Director @ Polaris Wealth Advisory Group
- 2018 -2018 Director Wealth Management @ Polaris Wealth Advisory Group
- 2018 -2018 Director Wealth Management @ Polaris Greystone Financial Group, LLC
- 2017 -2018 Director , New Sales @ Periscope Holdings Inc.
- 2006 -2017 National Branch Manager at TD Ameritrade @
- 1995 -2006 Sales Manager @
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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