Matt Herbert Email & Phone Number
Regional Sales @ American Beacon Advisors Inc
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Matt Herbert Location
- Dallas, TX, US
Matt Herbert Work
- Regional Sales @ (November 2023 - Present)
- Investment Sales Specialist @ (January 2023 - December 2023)
- Wealth Management Associate @ (January 2015 - January 2022)
- Internal Wholesaler @ (January 2013 - January 2015)
- Financial Representative @ (January 2012 - January 2013)
- Intern- Implementation and National Branch Sales @ (June 2011 - August 2011)
- Director of Student Summer Volunteers @ (May 2010 - August 2010)
Matt Herbert Education
- Providence College
Bachelor of Arts (Sociology)
2009-2012 - Miami University
Coursework (Liberal Arts)
2008-2009 - Darien High School
Matt Herbert Skills
- Investments
- Mutual Funds
- Securities
- Finance
- Financial Analysis
- Microsoft Excel
- Series 7
- Portfolio Management
- PowerPoint
- Equities
- Fixed Income
- Series 63
- Microsoft Office
- FINRA
Matt Herbert Summary
- Matt Herbert, based in Dallas, TX, US, is currently a Regional Sales at American Beacon Partners. Matt Herbert brings experience from previous roles at Equitable, Merrill Lynch, State Street Global Advisors and Fidelity Investments. Matt Herbert holds a 2009 - 2012 Bachelor of Arts in Sociology @ Providence College. With a robust skill set that includes Investments, Mutual Funds, Securities, Finance, Financial Analysis and more. Matt Herbert has 2 emails and 1 mobile phone numbers on RocketReach.
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