Financial Advisor Services Associate @ (March 2015 - November 2017)
Shareholder Services Associate @ (July 2013 - March 2015)
Investment Advisors Intern @ (July 2012 - August 2012)
Matt Doss Education
Centre College
Bachelor of Science (B.S.) (Financial Economics)
2009-2013
Urbana High School
Diploma
2005-2009
Matt Doss Skills
Customer Service
FINRA
Finance
IRAs
Investment Strategies
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Portfolio Management
Series 6
Series 63
SharePoint
Matt Doss Summary
Matt Doss, based in Urbana, OH, US, is currently a Internal Client Advisor at J.P. Morgan Asset Management. Matt Doss brings experience from previous roles at J.P. Morgan Asset Management and Fifth Third Bank. Matt Doss holds a 2009 - 2013 Bachelor of Science (B.S.) in Financial Economics @ Centre College. With a robust skill set that includes Customer Service, FINRA, Finance, IRAs, Investment Strategies and more. Matt Doss has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Matt Doss?
Find contact details for 700 million professionals.