Matt Jude Email & Phone Number

Financial Advisor @ Rebalance

5 free lookup(s).

Matt Jude Location

Sacramento, CA, US

Matt Jude Work

2023 - now Financial Advisor @ Rebalance
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2022 - 2023 Financial Planner @ Lucas Group Financial Planners, Inc.
2019 - 2022 Paraplanner @ Lucas Group Financial Planners, Inc.

2018 - 2019 Client Care and Advisor Support Specialist @ Lucas Group Financial Planners, Inc.
2015 - 2016 Employee Benefits Marketing Analyst @ Morris & Garritano
2013 - 2014 Employee Benefits Advisor @ Morris & Garritano
2013 - 2013 Employee Benefits Support Intern @ Morris & Garritano
2012 - 2013 Student Financial Analyst @ California Polytechnic State University (Cal Poly)
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Matt Jude Education

College for Financial Planning
Certificate (CFPⓇ Certification Professional Education Program)
2021 - 2022
UC Berkeley Extension
Certificate (Post-Baccalaureate Program for Counseling and Psychology Professions)
2019 - 2022
California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS (Business Administration, Financial Management)
2010 - 2013

Certified Equity Professional Institute
(Certified Equity Professional Program)
2022

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Matt Jude Skills

Customer Service
Microsoft Office
PowerPoint

Microsoft Excel
Microsoft Word
Leadership
Financial Analysis

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Matt Jude Summary

Matt Jude, based in Sacramento, CA, US, is currently a Financial Advisor at Rebalance. Matt Jude brings experience from previous roles at Lucas Group Financial Planners, Inc. and Morris & Garritano. Matt Jude holds a 2021 - 2022 Certificate in CFPⓇ Certification Professional Education Program @ College for Financial Planning. With a robust skill set that includes Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word and more. Matt Jude has 2 emails on RocketReach.

Matt Jude Emails

Found 2 emails

Matt Jude Phone Numbers

Found 1 phone numbers

+1 805-597-XXXX

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