Financial Advisor and Financial Planning Specialist and Associate Vice President and Senior Portfolio Manager @ Morgan Stanley (August 2004 - July 2024)
Wealth Management Advisor and Certified Financial Manager @ (May 1998 - August 2004)
Matt Bennett Education
Massachusetts College of Liberal Arts
Bachelor of Science (Business Management)
1994-1998
Springfield College 1993-1994
Matt Bennett Skills
Financial Advisory
Civil Society
Equity Research
Investments
Transition Management
Investment Advisory
Investment Strategies
Strategy
Business Planning
Matt Bennett Summary
Matt Bennett, based in Wilmington, DE, US, is currently a Senior Vice President, Wealth Management at Raymond James. Matt Bennett brings experience from previous roles at Morgan Stanley and Merrill Lynch. Matt Bennett holds a 1994 - 1998 Bachelor of Science in Business Management @ Massachusetts College of Liberal Arts. With a robust skill set that includes Financial Advisory, Civil Society, Equity Research, Investments, Transition Management and more. Matt Bennett has 1 emails and 1 mobile phone numbers on RocketReach.
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