Matt Herbert Email & Phone Number
Regional Sales @ American Beacon Advisors Inc
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Matt Herbert Location
- Dallas, TX, US
Matt Herbert Work
- 2023 -now Regional Sales @
- 2023 -2023 Investment Sales Specialist @
- 2015 -2022 Wealth Management Associate @
- 2013 -2015 Internal Wholesaler @
- 2012 -2013 Financial Representative @
- 2011 -2011 Intern- Implementation and National Branch Sales @
- 2010 -2010 Director of Student Summer Volunteers @
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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