Matt Burt Email & Phone Number
Certification Director @ Broadridge
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Matt Burt Location
- Madison, WI, US
Matt Burt Work
- Certification Director @ (December 2022 - Present)
- Director of Professional Services @ (December 2016 - December 2022)
- Senior Research Analyst @ Ann Schleck & Co. (July 2014 - December 2016)
- Analyst @ Ann Schleck & Co. (September 2010 - July 2014)
- Customer Service @ Wells Fargo Shareowner Services (July 2009 - September 2010)
Matt Burt Education
- University of Wisconsin-Madison
Bachelor of Science (BS) (Economics)
2005-2009
Matt Burt Skills
- Wealth Management
- Series 63
- Investments
- Asset Management
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Retirement Planning
- Equities
- Mutual Funds
- Series 7
Matt Burt Summary
- Matt Burt, based in Madison, WI, US, is currently a Certification Director at Broadridge. Matt Burt brings experience from previous roles at Fi360 (now Broadridge), Ann Schleck & Co. and Wells Fargo Shareowner Services. Matt Burt holds a 2005 - 2009 Bachelor of Science (BS) in Economics @ University of Wisconsin-Madison. With a robust skill set that includes Wealth Management, Series 63, Investments, Asset Management, 401k and more. Matt Burt has 1 emails and 1 mobile phone numbers on RocketReach.
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