Matt McConnell Email & Phone Number
VP, Financial Consultant @ Charles Schwab
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Matt McConnell Location
- Carmel-by-the-Sea, CA, US
Matt McConnell Work
- VP, Financial Consultant @ (July 2019 - Present)
- Investor Center Manager @ (November 2016 - July 2019)
- Investment Consultant, Regional Sales @ (February 2006 - November 2016)
- Senior Investment Specialist, Investor Center @ (September 2003 - February 2006)
- Product and Services Specialist @ (November 1999 - September 2003)
- Investor Services Representative - Investor Relations Specialist @ (September 1996 - November 1999)
Matt McConnell Education
- Stanford Continuing Studies
Creative Writing
2009-2016 - University of Missouri-Columbia
Bachelor of Science (BS) (Business Administration (dual emphasis: Finance and Banking, Real Estate))
1991-1996 - North Kansas City High School 1988-1991
- University of Colorado Denver
Master of Science (MS) (International Business)
Matt McConnell Skills
- Investment Strategies
- Equities
- Mutual Funds
- Investments
- Asset Allocation
- Financial Services
- Wealth Management
- Investment Management
- Securities
- Alternative Investments
- Business Development
- Management
- Strategy
- Microsoft Excel
- Business Analysis
- Training
- Customer Service
Matt McConnell Summary
- Matt McConnell, based in Carmel-by-the-Sea, CA, US, is currently a VP, Financial Consultant at Charles Schwab. Matt McConnell brings experience from previous roles at American Century Investments. Matt McConnell holds a 2009 - 2016 Creative Writing @ Stanford Continuing Studies. With a robust skill set that includes Investment Strategies, Equities, Mutual Funds, Investments, Asset Allocation and more. Matt McConnell has 4 emails and 7 mobile phone numbers on RocketReach.
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