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Matt McDermott Location
Denver, CO, US
Matt McDermott Work
VP, Investment Manager @ (January 2022 - Present)
Founder and Principal @ Cherrywise Wealth Management, LLC (January 2020 - January 2022)
Associate @ Vargas Wealth Management (January 2019 - January 2019)
Director of Operations @ (January 2016 - January 2018)
Senior Analyst and Manager @ (January 2013 - January 2016)
Analyst @ (January 2011 - January 2013)
Financial Representative @ (January 2010 - January 2010)
Matt McDermott Education
University of Colorado Boulder - Leeds School of Business
Master of Business Administration - MBA (Finance)
2018-2020
Whitworth University
Bachelor’s Degree (Economics)
2009-2011
Colorado College
Economics
2007-2009
Matt McDermott Skills
Access
Analysis
Asset Allocation
Business Analysis
Business Development
Business Strategy
DCF Valuation
Data Analysis
Data Modeling
Database Design
Databases
Economics
Equity Research
Excel
Financial Analysis
Investment Strategies
Microsoft Excel
Microsoft Word
Portfolio Management
Small Business
Strategic Financial Planning
Word
Direct Marketing
Consulting
Public Speaking
Art
Needs Analysis
Collaborative
Adobe Contribute
Team Oriented Environment
Applications
Consideration
Communication
Mastering
Academic
Mentoring
Education
Digital Marketing
Finance
On Line
Organized Self Starter
Work Ethic
Marketing
Denver
Administration
Deloitte
Interpersonal Communication Abilities
Interviews
Highly Qualified
Asset
Google Analytics
Direct Mail
Social Media Marketing
Email Marketing
Project Management
Classroom
Rigorous
Marketing Strategy
Resume
Eager
Matt McDermott Summary
Matt McDermott, based in Denver, CO, US, is currently a VP, Investment Manager at BOK Financial. Matt McDermott brings experience from previous roles at Cherrywise Wealth Management, LLC, Vargas Wealth Management and JND Legal Administration. Matt McDermott holds a 2018 - 2020 Master of Business Administration - MBA in Finance @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Access, Analysis, Asset Allocation, Business Analysis, Business Development and more. Matt McDermott has 3 emails and 2 mobile phone numbers on RocketReach.
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