Matt Pierce Email & Phone Number
Vice President | Senior Portfolio Manager | Investment Team Lead @ TrustBank Wealth Management
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Matt Pierce Location
- Phoenix, AZ, US
Matt Pierce Work
- 2025 -now Vice President | Senior Portfolio Manager | Investment Team Lead @
- 2023 -2025 Vice President | Senior Portfolio Manager @
- 2021 -2023 Senior Vice President, Senior Portfolio Manager @
- 2019 -2021 Vice President, Portfolio Manager @
- 2016 -2019 2nd Vice President, Portfolio Manager @
- 2013 -2016 Associate Portfolio Manager @
- 2012 -2013 Associate @
- 2011 -2012 Brokerage Associate @
- 2010 -2011 Client Relationship Associate @
- 2009 -2010 Financial Advisor @
Matt Pierce Education
- Iowa State University - College of Business
Bachelor of Science (Finance)
2004-2009
Matt Pierce Skills
- Finance
- Portfolio Management
- Financial Analysis
- Investments
- Financial Modeling
- Series 7
- Mutual Funds
- Securities
- Wealth Management
- Asset Allocation
- Financial Planning
- Strategic Financial Planning
- Series 63
- Retirement Planning
- Asset Management
- Asset Managment
- Valuation
- Web Design
- Web Development
- PHP
- Laravel
- HTML
- JavaScript
- MySQL
- Customer Service
- Strategic Financial
Matt Pierce Summary
- Matt Pierce, based in Phoenix, AZ, US, is currently a Vice President | Senior Portfolio Manager | Investment Team Lead at TrustBank Wealth Management. Matt Pierce brings experience from previous roles at TrustBank Wealth Management, Bell Bank and Northern Trust Corporation. Matt Pierce holds a 2004 - 2009 Bachelor of Science in Finance @ Iowa State University - College of Business. With a robust skill set that includes Finance, Portfolio Management, Financial Analysis, Investments, Financial Modeling and more. Matt Pierce has 2 emails and 2 mobile phone numbers on RocketReach.
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