Associate Portfolio Manager @ (June 2013 - February 2016)
Associate @ (December 2012 - June 2013)
Brokerage Associate @ (July 2011 - December 2012)
Client Relationship Associate @ (September 2010 - July 2011)
Financial Advisor @ (June 2009 - July 2010)
Matt Pierce Education
Iowa State University - Ivy 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 - Ivy 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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