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Matt Howell Location
Woodinville, WA, US
Matt Howell Work
Director of Portfolio Strategy @ (January 2024 - Present)
Investment Strategist @ (January 2018 - Present)
Associate Advisor @ (November 2015 - December 2017)
Associate Wealth Management Advisor @ (March 2013 - October 2015)
Buisness Development Associate-OptionsHouse @ (July 2010 - December 2012)
Matt Howell Education
Washington State University - College of Business and Economics
Bachelor of Arts (Finance)
2006-2010
Matt Howell Skills
Leadership
Financial Advisory
Series 63
Customer Relations
Accounting
Valuation
Financial Planning
Portfolio Management
Financial Modeling
Investments
Business Development
Finance
Series 66
Financial Services
Wealth Management
Mutual Funds
Microsoft Office
Strategic Financial Planning
Risk Management
Customer Service
Financial Analysis
Trading
Analysis
Series 7
Securities
Access
Matt Howell Summary
Matt Howell, based in Woodinville, WA, US, is currently a Director of Portfolio Strategy at Brighton Jones. Matt Howell brings experience from previous roles at Brighton Jones, Pillar Financial Services-Northwestern Mutual and PEAK6 Investments LP. Matt Howell holds a 2006 - 2010 Bachelor of Arts in Finance @ Washington State University - College of Business and Economics. With a robust skill set that includes Leadership, Financial Advisory, Series 63, Customer Relations, Accounting and more. Matt Howell has 2 emails and 2 mobile phone numbers on RocketReach.
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